Chakra Advisors LLC is an independent, SEC-registered investment advisory firm based in San Francisco, California. The company provides holistic wealth management services tailored to high-net-worth individuals, families, and business owners. Their core offerings include comprehensive financial planning, discretionary investment management, retirement planning, and estate planning strategies. The firm's mission is to act as a fiduciary, offering objective and personalized advice to help clients navigate their financial lives and achieve their long-term goals.

Founded in

United States