Lindbrook Capital, LLC is a registered investment adviser established in 2011, based in Los Angeles, CA. The firm offers comprehensive portfolio management services, including financial planning and consulting, utilizing various investment vehicles such as ETFs, mutual funds, stocks, and bonds. They conduct regular client meetings to assess financial goals and risk tolerance, proposing tailored investment approaches. Lindbrook Capital may also engage Independent Money Managers and serve as a sub-advisor to other investment firms. The firm does not charge performance-based fees and does not have a minimum account balance requirement for their Comprehensive Portfolio Management service. Clients are billed up to 1% of assets under management annually. Lindbrook Capital uses fundamental and technical analysis, among other strategies, to manage client accounts. They disclose potential risks associated with investing, including interest-rate risk and market volatility. The firm acts as a trustee for client accounts and has custody of client funds and securities. They have procedures in place for third-party money movement and comply with SEC regulations regarding custody and proxy voting. Lindbrook Capital does not accept referral fees and discloses any conflicts of interest, such as their ownership in Felicitas Global Partners, LLC. Clients can direct brokerage outside the firm's recommendation, but this may result in higher costs. The firm emphasizes its fiduciary duty to act in clients' best interests and maintains a Code of Ethics for all associates.

Triagen Wealth Management LLC is a financial advisory firm based in Calabasas, California. It currently has approximately $262,689,170 of assets under management and employs about 5 people. Triagen Wealth Management LLC uses a fee structure of a percentage of assets under your management and fixed fees.

Krane Financial Solutions is a registered investment advisor specializing in investment management, financial and retirement planning, and consulting for retirement plans and businesses. Established in 2010, the firm offers customized portfolio management on a discretionary and non-discretionary basis, focusing on tactical allocation strategies to manage risk and enhance performance. Investment recommendations may include a variety of securities such as equities, debt securities, mutual funds, and ETFs. The firm also provides financial planning services tailored to clients' needs, covering areas like insurance, taxes, retirement, and estate planning. Additionally, Krane Financial offers business consulting services for clients with their own businesses, assisting with strategies like tracking key performance indicators and tax planning. The firm does not typically include alternative investments in client portfolios but can review specific requests separately. Clients have the option to open accounts with Schwab as the custodian and broker, with fees ranging from 0.20% to 1.50% of total market value. Krane Financial acts as a fiduciary, providing investment discretion based on clients' objectives and guidelines. The firm does not charge performance-based fees and does not vote on client securities proxies. Clients receive quarterly statements from the custodian and can request additional reports from Krane Financial. The firm does not have any disciplinary history and maintains financial stability to meet client commitments.

He'e Nalu Investing, Inc., led by Kara L. Buss, MBA, is a registered investment advisor based in Calabasas, CA. Established in June 2024, the firm offers personalized advisory services tailored to clients' risk tolerance and financial goals. Ms. Buss holds a Bachelor of Fine Arts and a Master of Business Administration in Finance. With a clean disciplinary record, she has a background in financial services and compliance. The firm operates exclusively through He'e Nalu Investing, Inc., ensuring a focus on client interests. Investment strategies at He'e Nalu Investing include fundamental and technical analysis, aiming to mitigate risks and achieve clients' financial objectives. The firm does not engage in rapid trading and does not charge performance-based fees. Clients have discretion over their investment portfolios, with no minimum asset management requirements set by the firm. He'e Nalu Investing maintains a fiduciary duty to act in the best interests of clients, providing full disclosure of any potential conflicts of interest. The firm's brokerage practices involve recommending services through LPL Financial, emphasizing factors like strength, reputation, and pricing. Clients' assets are held by qualified custodians, and the firm does not have custody over client assets.