Kondo Wealth Advisors, Inc.
Kondo Wealth Advisors, Inc. is an independent Registered Investment Advisor (RIA) firm headquartered in Pasadena, California. Founded in 2007, the firm specializes in comprehensive wealth management and financial planning for families and individual investors, focusing on highly personalized service and generational planning. The firm is registered with the SEC, has approximately 8 employees, and serves a clientele including high-net-worth individuals and retail investors in the greater Los Angeles area.
Investment Strategy
Kondo Wealth Advisors, Inc. provides personalized portfolio management, combining standalone asset management with comprehensive financial planning and consulting services. The firm builds globally diversified portfolios tailored to each client's goals, risk tolerance, and life circumstances. Advisors meet regularly to review each client's financial situation, rebalance portfolios as needed, and emphasize consistent, risk-adjusted returns. The firm's fiduciary approach is centered around acting in the best interests of clients, delivering holistic strategies designed for long-term financial peace of mind and intergenerational wealth transfer.
Top Holdings
Equity Positions (67)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITOT | ISHARES TR | 17.42% | $39.5M | 292,247 | $128.62 | $135.04 | +$5.4M |
A AVUV | AMERICAN CENTY ETF TR | 11.14% | $25.2M | 271,286 | $95.55 | $91.10 | +$3.2M |
V VGIT | VANGUARD SCOTTSDALE FDS | 10.02% | $22.7M | 381,540 | $58.20 | $59.81 | +$1.1M |
A AVDV | AMERICAN CENTY ETF TR | 8.61% | $19.5M | 245,782 | $65.94 | $79.28 | +$2.9M |
I IDEV | ISHARES TR | 8.35% | $18.9M | 249,086 | $65.24 | $76.04 | +$2.4M |