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Financial ADVSR advisor directory · SEC adviser records

Honu Wealth Management financial advisors in Sunnyvale, CA

Every SEC-registered investment adviser representative at a Honu Wealth Management office in Sunnyvale, A to Z.

The short answer

3 registered advisors work at Honu Wealth Management in Sunnyvale, out of 3 at the firm nationwide; it ranks number 7 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Honu Wealth Management advisors in Sunnyvale, A to Z

Every Honu Wealth Management advisor →

Honu Wealth Management advisors in every city and state →Honu Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Sunnyvale

All Sunnyvale advisors →

Strategic Advisers LLC 33Charles Schwab & Co., Inc. 16LPL Financial LLC 5J.P. Morgan Securities LLC 4State Farm Investment Management Corp. 4Edward Jones 3Merrill Lynch, Pierce, Fenner & Smith Incorporated 3

Questions

How many financial advisors does Honu Wealth Management have in Sunnyvale?

3 investment adviser representatives are registered at Honu Wealth Management offices in Sunnyvale, California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Honu Wealth Management one of the largest advisor employers in Sunnyvale?

Honu Wealth Management ranks number 7 in Sunnyvale by registered advisors; Strategic Advisers LLC has the most, with 33.

How do I check a Honu Wealth Management advisor in Sunnyvale?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Honu Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.