Aihara Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary and non‑discretionary asset management, comprehensive financial planning and limited-topic consulting, and issues educational periodicals and newsletters. It serves primarily high‑net‑worth individuals as well as trusts, estates, charitable organizations and business entities, and the brochure does not identify non‑HNW individual clients; the firm manages about $1.43 million across 23 client relationships.
Portfolios are constructed to reflect each client’s goals, time horizon and risk tolerance, with a focus on fundamental analysis, long‑term holdings and periodic rebalancing; clients may grant discretionary trading authority or retain approval of each transaction. Account reviews are performed at least quarterly by the firm’s chief compliance officer, and the firm names Altruist Financial LLC and Charles Schwab & Co., Inc. as recommended custodians.
A notable feature is the firm principal’s affiliated tax practice and separate insurance activities, through which the firm offers tax preparation/planning and insurance solutions; the brochure discloses that roughly 85% of the principal’s time is spent on those outside activities and that separate compensation may be received. The firm’s small scale, the presence of an affiliated law/tax business and the issuance of educational newsletters distinguish it from most supported peers, and the brochure notes procedures to disclose and mitigate resulting conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees from $3,500 to $15,000
$0 - $100,000: 1.25% annually $100,001 - $500,000: 1.22% annually $500,001 - $1,000,000: 1.15% annually $1,000,001+: 1.10% annually
Investment Advisor Representatives may receive commissions from sales of insurance products as licensed insurance agents
Hourly consultation services at $250 per hour
Account minimum: $100,000 Fee-only: Financial planning fixed fees between $3,500 and $15,000; hourly fees at $250 per hour
Main office
2390 Crenshaw Blvd, Suite E508
Torrance CA 90501
Advisors at this office
1
Most active in
California
Also doing business as
Aihara Wealth Management LLC · Rulo Advisory Services LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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