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OHANA ADVISORS

SAN RAFAEL, CA · CRD 158515 · IAPD ↗ · ohanaadvisors.com · 415-226-4100

$2.78BRegulatory AUM
5Advisory reps
13Employees
0Clients
11-25Planning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
March 2024 — OHANA ADVISORS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
March 2024 — OHANA ADVISORS reported RAUM up 30% ($1.64B -> $2.13B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.