Aloha Wealthcare Management, LLC
Aloha Wealthcare Management, LLC (CRD# 137769) is a financial advisory firm headquartered in , . They manage $21,738,903 in 87 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management22MILLION
Total Number of Accounts87ACCOUNTS
Average Account Value$249,872
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Steven Nakao (CRD# 1188762) is an Investment Advisor Representative working at Aloha Wealthcare Management, LLC in Wahiawa, HI and has over 20 years of experience in the finance industry.