Aloha Wealthcare Management, LLC
Aloha Wealthcare Management, LLC (CRD# 137769) is a financial advisory firm headquartered in , . They manage $7,659,562 in 50 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Aloha Wealthcare Management, LLC
By the Numbers
-
Total Assets Under Management8MILLION
-
Total Number of Accounts50ACCOUNTS
-
Average Account Value$153,191
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
HI
Financial Advisors at Aloha Wealthcare Management, LLC
1
Steven Nakao (CRD# 1188762) is an Investment Advisor Representative working at Aloha Wealthcare Management, LLC in Wahiawa, HI and has over 26 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.