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KUAHIWI MANAGEMENT LLC

BOSTON, MA · CRD 334146 · IAPD ↗ · (617) 214-3405

$21.4MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
1Private funds
2States
0Disclosures
fundSegment
120-Day ApprovalSEC status

Filing changes

45
April 2025 — KUAHIWI MANAGEMENT LLC (BOSTON, MA) left the SEC roster — its 120-day provisional registration did not convert (was $21.4M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
80
March 2025 — KUAHIWI MANAGEMENT LLC (BOSTON, MA) is newly SEC-registered (provisional 120-day approval) with $21.4M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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