Honu Wealth Management
Honu Wealth Management (CRD# 142563) is a financial advisory firm headquartered in Sunnyvale, CA. They manage $101,379,255 in 277 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management101MILLION
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Total Number of Accounts277ACCOUNTS
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Average Account Value$365,990
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, HI, TX
Tom Chun (CRD# 4722056) is an Investment Advisor Representative working at Honu Wealth Management in Sunnyvale, CA and has over 19 years of experience in the finance industry.
Phillip Conlon (CRD# 2255031) is an Investment Advisor Representative working at Honu Wealth Management in Sunnyvale, CA and has over 31 years of experience in the finance industry.
Stephen Sustrick (CRD# 4585173) is an Investment Advisor Representative working at Honu Wealth Management in Sunnyvale, CA and has over 21 years of experience in the finance industry.
Garth Williams (CRD# 2431442) is an Investment Advisor Representative working at Honu Wealth Management in Sunnyvale, CA and has over 30 years of experience in the finance industry.