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).
Total Assets Under Management15MILLION
Total Number of Accounts104ACCOUNTS
Average Account Value$144,231
- 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.