Akamai Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 322422
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- Individuals60.82%
- Pension & Profit Sharing Plans39.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Akamai Wealth Management, LLC is an independent, Hawaii‑state registered limited liability company that serves individual, family and some institutional clients. The firm combines fee‑based advisory services with insurance and other financial product distribution; its stated advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Akamai charges a mix of percentage‑of‑AUM fees, hourly fees and other fee arrangements, and also operates as an insurance broker/financial product salesperson. The firm is not positioned as an ESG investor and does not present itself as a multistate adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds90%
- Exchange Traded Equities9%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
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FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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Location
, null
Headquartered in , null.
- Office locations