Ji Mi Kim
Pasadena Private Wealth · Honolulu, Hawaii
Ji Mi Kim is a fee-only financial advisor at Pasadena Private Wealth in Honolulu, Hawaii. Ji Mi focuses on founders (pre-exit), small business owners and family wealth transfer. Pasadena Private Wealth reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
Facts
| Firm | Pasadena Private Wealth |
|---|---|
| Based in | Honolulu, Hawaii |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $1.62B across 2,124 accounts |
| SEC registration | Investment adviser representative in CA, HI · CRD 6602328 |
| Exams passed | Series 66 (2016) |
| Firm size | 19 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.pasadenaprivatewealth.com |
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Questions about Ji Mi
Is Ji Mi Kim a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ji Mi holds no broker registration, and Pasadena Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ji Mi charge for financial advice?
Ji Mi's firm, Pasadena Private Wealth, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Ji Mi Kim based?
Ji Mi Kim is based in Honolulu, Hawaii.
What does Ji Mi specialize in?
Ji Mi's specialties include founders (pre-exit), small business owners and family wealth transfer. Ji Mi works with founders, executives and ultra high net worth.
Is Ji Mi Kim registered with the SEC?
Yes. Ji Mi Kim is registered as an investment adviser representative in CA and HI (CRD 6602328), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Pasadena Private Wealth manage?
Pasadena Private Wealth reports $1.62B across 2,124 accounts in assets under management.
How do I contact Ji Mi Kim?
Through Ji Mi's website, www.pasadenaprivatewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Pasadena Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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