Kondo Wealth Advisors, Inc.

EST. AUM
$365,077,914

CONTACTS

CLIENT ACCOUNTS
1,113

Firm Details

Metro area Los Angeles
CRD Number 175347
Website kondowealthadvisors.com
Client types

Overview

Kondo Wealth Advisors, Inc. is an independent registered investment adviser based in Pasadena, California, serving families and individual investors through comprehensive, values-aligned financial planning since 2007. The firm operates as a fiduciary and employs a 360 Planning Approach that takes into account each client's history, community, culture, and values to create individualized financial plans. The firm is registered as an SEC investment adviser and notice-filed in California and Hawaii.

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See in Dakota

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Kondo Wealth Advisors, Inc.

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