KW
Kaila J. Woo
BUCK WEALTH STRATEGIES
HONOLULU, HI 96813
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CRD#: 7129337
KW
Professional summary
Kaila Jean Woo is a registered financial advisor currently at BUCK WEALTH STRATEGIES, LLC located in Honolulu, Hawaii.
Kaila is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Kaila has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) BUCK WEALTH STRATEGIES; INVESTMENT-RELATED; 55 MERCHANT STREET STE 2100, HONOLULU, HI 96813; RIA; PRIVATE WEALTH MANAGER; 06/2025; 160HR/MONTH, ALL DURING TRADING HOURS; MEETING WITH CLIENTS TO DISCUSS ACCOUNTS AND SUITABILITY 2.) MADISON AVENUE SECURITIES, LLC; INVESTMENT-RELATED; 13500 EVENING CREEK DR. N STE 555, SAN DIEGO, CA 92128; BROKER-DEALER; NON-REGISTERED PERSON; 11/2022; 0HR/MONTH 3.) E.A. BUCK INSURANCE D/B/A BUCK FINANCIAL SERVICES; INVESTMENT-RELATED; 55 MERCHANT STREET STE 2100, HONOLULU, HI 96813; INSURANCE SALES; INSURANCE AGENT; 06/2025; 160 HR/MONTH, ALL DURING TRADING HOURS
CRS (Client Relationship Summary) - RIA
Click below to view Kaila Jean Woo's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 31, 2023 - Present
BUCK WEALTH STRATEGIES, LLC
Office #1: 55 Merchant Street Suite 2100, Honolulu, HI 96813RIA
CRD#: 322138
HONOLULU, HI
Past
June 19, 2020 - November 28, 2022
ANDREWS ADVISORY ASSOCIATES, LLC
RIA
CRD#: 118957
HONOLULU, HI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BUCK WEALTH STRATEGIES, LLC
BUCK WEALTH STRATEGIES, LLC | JOHN INGRAHAM, LLC | E. A. BUCK FINANCIAL SERVICES
CRD#: 322138 / SEC#: 801-126075
RIA
Registered Investment Advisory firm - (7/12/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Hawaii(5/31/2023)
Current Firm
BW
BUCK WEALTH STRATEGIES, LLC
BUCK WEALTH STRATEGIES, LLC | JOHN INGRAHAM, LLC | E. A. BUCK FINANCIAL SERVICES
CRD#: 322138 / SEC#: 801-126075
RIA
Registered Investment Advisory firm - (7/12/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4600 S. Syracuse Street Suite 650, Denver, CO 80237
Mailing Address
Phone number
(888) 210-6567
Established
Firm type
Fiscal year end
# of Employees
66
SEC notice filing (28 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,982 |
| AUM (Assets Under Management) | $ 565,377,646 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/03/2024 | ||
| 01/26/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
