Brian Kwon Tokuuke
Professional Summary
Brian Kwon Tokuuke is a registered financial advisor currently at WEALTHJAR INVESTMENT ADVISORY, LLC located in Honolulu, Hawaii and THE RICE PARTNERSHIP, LLC located in Honolulu, Hawaii. Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Brian has worked at 2 firms and has passed the Series 50 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
10 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
EAST WEST CAPITAL MANAGEMENT, LLC | THE RICE PARTNERSHIP, LLC | GBR WEALTH MANAGEMENT, LLC | EAST WEST WEALTH MANAGEMENT, LLC
Contact Information
Main Address
1099 Alakea Street Suite 2510, Honolulu, HI 96813Phone Number
(808) 585-7788# of Employees
11SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,240AUM (Assets Under Management)
$985,498,298Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/31/2025 | Cover Page | Report |
| 07/23/2025 | Cover Page | Report |
| 09/24/2024 | Cover Page | Report |
| 07/06/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
EAST WEST CAPITAL MANAGEMENT, LLC | THE RICE PARTNERSHIP, LLC | GBR WEALTH MANAGEMENT, LLC | EAST WEST WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(1/9/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 50 — Municipal Advisor Representative Qualification Exam
Passed Nov 2016About the Series 50 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Brian Kwon Tokuuke's CRS (Customer Relationship Summary).
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