{"url":"https://nivawealth.com/firms/robert-priske-108072","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/108072","regulatoryAum":219900000,"crd":"108072","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1185926","suffix":null,"lastName":"PRISKE","firstName":"ROBERT","middleName":"DANIEL"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-19","regulatoryAum":120759455,"clients":131,"employees":2,"offices":1},{"filedOn":"2022-02-11","regulatoryAum":131000000,"clients":136,"employees":2,"offices":1},{"filedOn":"2023-01-30","regulatoryAum":129600000,"clients":148,"employees":2,"offices":1},{"filedOn":"2024-03-27","regulatoryAum":150700000,"clients":156,"employees":2,"offices":1},{"filedOn":"2025-03-13","regulatoryAum":159050000,"clients":151,"employees":2,"offices":1},{"filedOn":"2026-03-06","regulatoryAum":219900000,"clients":161,"employees":2,"offices":1}],"secFileNumber":"801-56373","legalName":"Robert Priske, LLC","displayName":"Robert Priske","slug":"robert-priske-108072","website":"https://robertpriske.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Hawaii limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4211 Waialae Ave Ste 201, Kahala Office Tower","city":"Honolulu","state":"HI","stateName":"Hawaii","country":"United States","postalCode":"96816-5312"},"tradeNames":[],"registration":{"secApproved":"29 March 1999","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1365277.7777777778,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":219900000,"discretionary":219900000,"discretionaryAccounts":484,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":2},"clientTypes":[{"label":"Individuals (other than HNW)","clients":62,"regulatoryAum":19700000},{"label":"High-net-worth individuals","clients":82,"regulatoryAum":176900000},{"label":"Pension and profit-sharing plans","clients":17,"regulatoryAum":23300000}],"feePrograms":[{"role":"other","program":"Financial planning","summary":"Financial planning is billed at $400 per hour for clients who do not pay the asset management fee.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015553","versionId":1015553,"submittedOn":"2026-03-06","documentName":"ROBERT PRISKE LLC BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T11:58:16.542266+00:00","documents":[{"name":"ROBERT PRISKE LLC BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015553","versionId":1015553,"submittedOn":"2026-03-06"}]},"custodians":[],"custodyNote":"Robert Priske has custody of $39.4M for 60 clients.","otherCustodians":[],"leadership":[{"name":"Robert Priske","title":"Chief Executive Officer","crd":"1185926"},{"name":"Allyson Apo","title":"Chief Compliance Officer","crd":"7074066"}],"ownership":[{"label":"Robert Priske","detail":"Chief executive officer in the 75% or more ownership band and a control person, since July 1987."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Hawaii","offices":1,"addresses":[{"street":"4211 Waialae Ave Ste 201, Kahala Office Tower","city":"Honolulu","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"7358882","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":56},{"label":"U.S. government/agency bonds","percent":13},{"label":"Investment grade corporate bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":8},{"label":"Cash and cash equivalents","percent":21}],"privateFunds":0},"sources":{"adv1FilingDate":"6 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/108072/PDF/108072.pdf","brochureDate":"6 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015553","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Robert Priske have?","answer":"Robert Priske has 161 clients and manages $220 million for them, as of March 2026. They include 82 high-net-worth individuals, 62 individual clients, and 17 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 6 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Robert Priske offer?","answer":"Robert Priske provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Robert Priske have?","answer":"Robert Priske has 0 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Robert Priske invest in?","answer":"At the end of its last fiscal year, Robert Priske’s separately managed accounts held 56% exchange-traded equities, 21% cash and equivalents, 13% U.S. government and agency bonds, 8% registered funds (mutual funds, ETFs, BDCs) and 2% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Robert Priske?","answer":"Robert Priske’s direct owner is Robert Priske (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 6 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Robert Priske get paid?","answer":"Robert Priske is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Robert Priske?","answer":"Robert Priske’s main office is at 4211 Waialae Ave Ste 201, Kahala Office Tower, Honolulu, HI 96816-5312. Its phone number is 7358882. Its website is robertpriske.com.","source":"Form ADV Part 1A, Item 1.F, filed 6 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}