Honu Wealth Management

RIASEC RegisteredEst. 2025

Total AUM

$162M

Discretionary

$161M

100% of AUM

Avg account

$523K

Accounts

309

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 142563
Registered since: March 21, 2025
Website: honuwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI86.31%
Corporations / Businesses6.03%
Individuals4.7%
Pension & Profit Sharing Plans1.83%
Charitable Organizations1.13%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Honu Wealth Management is an independent RIA organized as a sole proprietorship and SEC-registered in 2025. The firm bills itself as a capital allocator that serves both individual & family clients and institutional clients. Its business model blends financial planning with discretionary portfolio management across individuals, small businesses, and institutional clients, and it also performs selection-of-other-advisers and pension consulting services. Fee arrangements are flexible: the firm uses percentage-of-AUM fees and also offers hourly and fixed-fee engagements. Honu reports an industry affiliation with an accountant and does not list active ESG investing as part of its process. The advisor operates under individual ownership rather than as a multi-state or related-adviser structure.