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Ohana Advisors, LLC Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Ohana Advisors, LLC is a financial services firm based in San Rafael, California, serving ultra-high net worth families. With more than two decades of experience, the firm provides comprehensive oversight and diligence across a range of investment opportunities while acting as confidants for families navigating complex business, financial planning, and personal decisions. Its services are organized to help clients manage the administrative responsibilities associated with substantial wealth and to pursue tailored strategies aligned with their personal and financial goals. The company positions itself as a dedicated advisory partner within the high-net-worth segment, leveraging extensive capabilities to deliver bespoke solutions. Ohana operates from its California location with a specialized team focused on high-touch, holistic wealth management for affluent families.

Find Ohana Advisors, LLC employees' phone numbers or email addresses

Ohana Advisors, LLC Global Highlights

Location
Employees

North America
21

Minus sign iconPlus sign icon
  • United States Of America
    21

Ohana Advisors, LLC's Leadership

  • Stylized image of a person
    J. R.
    Chief Investment Officer
    Mobile Phone
  • Stylized image of a person
    E. J. S.
    Managing Partner
    Mobile Phone
  • Stylized image of a person
    M. T.
    File And Data Manager
    Mobile Phone
  • Stylized image of a person
    C. R.
    Client Service Operations Analyst
    Mobile Phone

Ohana Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Human Resources
  • Sales
  • Accounting
  • Other
  • Administrative

Contact profiles from Ohana Advisors, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    E. J. S.
    Managing Partner
    Mobile Phone
    Bay
    Jul 22, 2026
  • Stylized image of a person
    J. R.
    Chief Investment Officer
    Mobile Phone
    Bay
    Jun 25, 2026
  • Stylized image of a person
    M. T.
    File And Data Manager
    Mobile Phone
    Oct 24, 2024
  • Stylized image of a person
    C. R.
    Client Service Operations Analyst
    Mobile Phone
    Bay
    Jun 25, 2026

Frequently Asked Questions

What is Ohana Advisors, LLC known for?

Minus sign iconPlus sign iconOhana Advisors, LLC operates in the Financial Services industry. Explore Ohana Advisors, LLC's company overview page for more information.

What is Ohana Advisors, LLC's most common email format?

Minus sign iconPlus sign iconOhana Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Ohana Advisors, LLC email formats with LeadIQ.

How many employees does Ohana Advisors, LLC have currently?

Minus sign iconPlus sign iconOhana Advisors, LLC has approximately 15 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Ohana Advisors, LLC's key employees and leadership?

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As of July 2026, Ohana Advisors, LLC's key employees include:

  • Chief Investment Officer: J. R.
  • Managing Partner: E. J. S.
  • File And Data Manager: M. T.
  • Client Service Operations Analyst: C. R.

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