Claim Profile
Unclaimed Profile
SB

Sarah Elizabeth Kehaunani Bredhoff

THE RICE PARTNERSHIP, LLC·HONOLULU, Hawaii
Series 7, Series 31, Series 63, Series 65Clean record27 years registeredTHE RICE PARTNERSHIP, LLC
1099 ALAKEA STREET, HONOLULU, HI 96813CRD# 3150865Firm CRD# 135701

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sarah Elizabeth Kehaunani Bredhoff · HONOLULU, HI
Registration
CRD #3150865 · THE RICE PARTNERSHIP, LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

WEALTHJAR INVESTMENT ADVISORY, LLC
Sep 2020 – present
Oct 2016 – present
MORGAN STANLEY
Jun 1999 – Oct 2002
HONOLULU, HI
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 31
Series 63
Series 65
Registration record
First registered · June 14, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE RICE PARTNERSHIP, LLC
CRD 135701 · SEC 801-64438
AUM
$609M
Regulatory assets under management
Employees
9
830 client accounts
Services offered by THE RICE PARTNERSHIP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

Speak with Sarah

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Sarah is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HONOLULU?

Browse all registered financial advisors in HONOLULU, Hawaii or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Sarah Elizabeth Kehaunani Bredhoff offer?
Sarah Elizabeth Kehaunani Bredhoff specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HONOLULU, Hawaii for a consultation.
What are Sarah Elizabeth Kehaunani Bredhoff's credentials?
Sarah Elizabeth Kehaunani Bredhoff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sarah Elizabeth Kehaunani Bredhoff located?
Sarah Elizabeth Kehaunani Bredhoff is based in HONOLULU, Hawaii, working with THE RICE PARTNERSHIP, LLC. Their office serves clients in the HONOLULU metropolitan area and surrounding communities.
How does Sarah Elizabeth Kehaunani Bredhoff charge for services?
Sarah Elizabeth Kehaunani Bredhoff's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE RICE PARTNERSHIP, LLC?
THE RICE PARTNERSHIP, LLC has approximately 9 employees and manages $609M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →