This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$6.4MItem 5.F on the latest filing (2026-04-28); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$6.4M

Private client RAUM

$6.4MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

9

RAUM per advisor

$714,861derivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

11

Advisory employees

10

Offices

3Schedule D 1.F, beyond the principal office

Accounts

106

Individual clients

46

Custody, client assets

$6,963

SEC number

801-110823

CRD

288484

Filings on the tape

24

First filed

Jun 15, 2017

Latest filed

Apr 28, 2026

Organised

Limited Liability Company, HI

Website

mywealthjar.com

• Occurred

  Jun 15, 2017
  First Form ADV filing

  Wealthjar Investment Advisory, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a6bdce3c-3b46-5b20-6782-0d1c181c9c7a

First observed

Jun 15, 2017

Last observed

Apr 28, 2026 4 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.