Wealthjar Investment Advisory, Llc
SEC-registered
Wealth Manager · Boutique (under $100M)
CRD 288484
· SEC file 801-110823
· Honolulu, HI
· WWW.MYWEALTHJAR.COM
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ADV data as of Apr 28, 2026
- Regulatory AUM
- $6.4M
- Discretionary
- $6.4M
- Clients
- 46
- Avg AUM / client
- $140K
- Accounts
- 106
- Employees
- 11
AUM over time
$0
$6.4M
Jun 2017
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 46 | $6.4M | 100.0% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bonnie Flower Rice | Cco/Owner | Chartered Financial Consultant | Apr 2017 (9y) | 75% or more |
| Cathy Hitomi Tajiri | Registered representative | Apr 2020 (6y) | ||
| Ashley Jane Wilken | Registered representative | CFP | Sep 2020 (6y) | |
| Orest Victor Saikevych | Registered representative | Sep 2020 (6y) | ||
| Brian Kwon Tokuuke | Registered representative | CFA | Jan 2024 (3y) | |
| Tyler Kenneth Sanchez | Registered representative | May 2024 (2y) | ||
| Steven Schoenfeld | Registered representative | Aug 2024 (2y) | ||
| Jacob Micah Simons | Registered representative | CFP | Oct 2024 (2y) | |
| Sarah Elizabeth Kehaunani Bredhoff | Registered representative | Jan 2025 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Rice Partnership, Llc | Sole Member | Apr 2017 | A | 75% or more |
| Bonnie F. Rice, Ttee Of The Bonnie F. Rice Trust Dated December 17, 1992 | Owner | Dec 2018 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/28/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $6.4M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 28, 2026.
View current Form ADV (SEC/IAPD) ↗