IO
CFP
IO
CFP

Iori Omura

12 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
37 advisors
Number of Clients
386,244 clients
Average Client Portfolio
$93K average
Assets Under Management
$35.9B

Fee Structure

Minimum Investment:$500
Financial Planning:Included in AUM fee
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Location

261 Hamilton Ave., Palo Alto, CA, 94301

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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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Other Business ActivitiesSells Insurance

Iori is a licensed insurance agent with the California Department of Insurance since 2010. Iori also runs an online business selling digital illustrations and stationary through Etsy.

Employment History
Current Registrations
Wealthfront Advisers LLC
February 2024 - Present · 2 yrs
Wealthfront Brokerage LLCBroker
February 2024 - Present · 2 yrs
Wealthfront Brokerage LLC
February 2024 - Present · 2 yrs
Previous Registrations
Wealthfront Advisers LLC
November 2016 - April 2022 · 5 yrs 5 mos
Wealthfront Brokerage LLCBroker
November 2016 - April 2022 · 5 yrs 5 mos
Charles Schwab & CO., INC.
September 2011 - November 2015 · 4 yrs 2 mos
Charles Schwab & CO., INC.Broker
September 2011 - November 2015 · 4 yrs 2 mos
Unionbanc Investment Services, LLCBroker
April 2010 - August 2011 · 1 yr 4 mos
Unionbanc Investment Services, LLC
April 2010 - August 2011 · 1 yr 4 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.