EY
EY

Eugene Yahiku

17 Years of Experience
Anaheim, CA
Broker

Eugene Yahiku is a registered investment advisor at Astravia Family Wealth Office LLC, based in Anaheim, CA, with 17 years of industry experience. Eugene is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%. Fees are negotiable and billed quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2400 E Katella Ave Ste 1000, Anaheim, CA, 92806

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Astravia Family Wealth Office LLC
September 2026 - Present · 1 mo
Wells Fargo Advisors
December 2011 - Present · 14 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
July 2009 - Present · 17 yrs 3 mos
Previous Registrations
Aig Financial Advisors, INC.Broker
March 2008 - August 2008 · 5 mos
State Registrations41 states
AKAZCACOCTDEFLGAHIIAIDILINKSKYLAMAMDMIMNMOMTNCNENHNJNVNYOHOKORPASCTNTXUTVAVirgin IslandsWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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