Aloha Wealthcare Management, LLC

Aloha Wealthcare Management, LLC (CRD# 137769) is a financial advisory firm headquartered in , . They manage $15,000,000 in 104 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $144,231
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

HI

Financial Advisors at Aloha Wealthcare Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven T. Nakao
CRD#: 1188762
Wahiawa, HI
98
Wealthminder
score

Steven Nakao (CRD# 1188762) is an Investment Advisor Representative working at Aloha Wealthcare Management, LLC in Wahiawa, HI and has over 19 years of experience in the finance industry.

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