# AIKAPA

AIKAPA is a Multi Family Office based in Corte Madera.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Corte Madera
- **Assets under management:** Undisclosed
- **Website:** https://aikapa.com

## Regulatory record

- **CRD number:** 144517
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144517

## About

Aikapa is an independent fixed-fee financial planning and investment management firm serving small business owners and families in Corte Madera, Marin County, and the San Francisco Bay Area. As a fiduciary it provides product-neutral advice aligned with clients' goals, with a long-term approach of building and annually updating financial plans. All costs are transparent and up-front.

## People

- Edi Alvarez — CFP — Founder and Principal
- Edi Alvarez — CFP — Principal

## Questions

### What services does AIKAPA provide to its clients?

AIKAPA offers investment management, estate planning, family governance, and wealth advisory services. The firm tailors these to the specific needs of each family, with a focus on intergenerational wealth preservation.

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Last updated: 2026-08-11T15:05:57.154Z

Canonical page: https://altss.com/profile/aikapa

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