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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lewis is a registered investment advisor representative with Kuleana Capital Management LLC. David has been in the industry since 2007, and has been with the firm since 2021. David has a Series 65 license. David's firm provides financial planning services, portfolio management services for individuals, and portfolio management for pooled investment vehicles. Kuleana Capital Management LLC also provides other services including AD-HOC FINANCIAL CONSULTING SERVICES. The firm has a total of $62,842,040 under management and has 32 clients. David's firm uses hourly charges, a percentage of assets, and performance-based fees to compensate the firm.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Ad-hoc financial consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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VA
04/06/2021 - Present
Kuleana Capital Management LLC (FREE UNION VA)
IA
Issued 01/21/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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