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WEALTHJAR INVESTMENT ADVISORY, LLC

HONOLULU, HI · CRD 288484 · IAPD ↗ · mywealthjar.com · (808) 585-7788

$6.4MRegulatory AUM
10Advisory reps
11Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — WEALTHJAR INVESTMENT ADVISORY, LLC now reports custody of client assets ($6,963).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
68
April 2025 — WEALTHJAR INVESTMENT ADVISORY, LLC grew from 6 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2024 — WEALTHJAR INVESTMENT ADVISORY, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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