A complete list of active advisors currently associated with Aihara Wealth Management LLC

Warmer can help you find a great advisor at Aihara Wealth Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Aihara Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.