AIHARA WEALTH MANAGEMENT LLC

RIASEC Registered
Total AUM
$1.4M
Discretionary
$1.4M
100% of AUM
Avg account
$52.9K
Accounts
27
Employees
2
Advisory reps
2

Firm details

Headquarters
TORRANCE, California
CRD number
332749
Custodians
JACKSON NATIONAL LIFE DISTRIBUTORS LLC, CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Aihara Wealth Management LLC is a small, independent RIA organized as an LLC that serves individual and family clients. The firm focuses on financial planning and portfolio management for individuals and small businesses, and it also publishes periodicals or newsletters as part of its client communications. Its investment approach centers on pooled public vehicles—primarily mutual funds—and third-party real estate managers rather than direct stock-picking or running proprietary alternative strategies. The firm is not positioned as a capital allocator and does not report active ESG investing. The firm uses a mix of fee arrangements—percentage of assets under management, hourly billing and fixed fees—allowing flexibility for different client needs. Aihara Wealth Management lists an industry affiliation with a law firm and operates as a single-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 60%, State & Local Bonds 39%, Cash & Cash Equivalents 1%60%
  • Public Funds/Mutual Funds60%
  • State & Local Bonds39%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Blair Aihara

    Managing Member And Chief Compliance OfficerCRD 7203757

Contacts

1 of 1
  • Michelle Kim

    MemberCRD 7968527

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

TORRANCE, CA

LOS ANGELES

Location

TORRANCE, CA

Headquartered in TORRANCE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
2390 Crenshaw Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth