# Masuda Lehrman Wealth

Masuda Lehrman Wealth is a RIA based in Honolulu, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Honolulu, United States
- **Region:** North America
- **Address:** Honolulu, HI, United States
- **Assets under management:** Undisclosed
- **Website:** masudalehrmanwealth.com
- **LinkedIn:** https://www.linkedin.com/company/masuda-lehrman-wealth

## Regulatory record

- **CRD number:** 329201
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329201

## About

Masuda Lehrman Wealth LLC is a fee-only fiduciary financial advisory firm serving clients in Honolulu, Hawaii and virtually nationwide. It focuses on holistic retirement planning for Hawaii families retiring within five years, connecting income, investments, taxes, and estate planning into one strategy. Services include retirement income planning, investment management, estate planning and insurance review, Social Security and Medicare coordination, and tax planning.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds

## People

- Grant Masuda — Managing Partner
- Paul Lehrman — Managing Partner

## Questions

### How does Masuda Lehrman Wealth source real estate debt opportunities?

The firm originates senior and mezzanine loans secured by commercial and residential real estate, with an emphasis on Hawaii and West Coast markets. The principals leverage direct relationships with property owners, developers, and local intermediaries rather than relying on auction or intermediated deal flow.

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- [Martos Wealth Management](https://altss.com/profile/martos-wealth-management)
- [Matterhorn Financial Planning](https://altss.com/profile/matterhorn-financial-planning)

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Last updated: 2026-08-11T15:07:26.757Z

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