# WealthJar Investment Advisory

WealthJar Investment Advisory is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/wealthjar

## Regulatory record

- **CRD number:** 288484
- **SEC file number:** 801-110823
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288484

## About

Wealthjar Investment Advisory, LLC is an SEC-registered investment adviser in Honolulu, HI, registered since 2017. The firm manages approximately $6 million in regulatory assets. It has 11 employees and 10 investment advisers.

## Questions

### How can one verify WealthJar's regulatory status?

WealthJar Investment Advisory is registered with the SEC as an RIA, subject to regulatory filings such as Form ADV. Potential clients can verify its registration and disclosure history via the SEC's Investment Adviser Public Disclosure (IAPD) database.

## Related profiles

- [Bridges Fund Management](https://altss.com/profile/bridges-fund-management-limited)
- [DRM Wealth Management](https://altss.com/profile/drm-wealth-management)

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Last updated: 2026-07-06T01:24:28.681Z

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