A
Aloha Wealthcare Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$17,729,756
Clients
35
14% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
35
HighAverage account size
$506,564
About
Aloha Wealthcare Management provides investment advisory, financial planning and consulting to individuals, trusts, pension plans, estates and charitable organizations, offering tailored asset-allocation advice, portfolio analysis and ongoing monitoring on a non-discretionary basis. The firm also delivers financial planning in defined formats (comprehensive and life‑stage plans) and one‑off consulting on topics such as estate planning and portfolio reviews.
The firm’s investment process combines fundamental, technical and cyclical analysis and emphasizes long-term asset allocation across individual stocks, bonds, ETFs, mutual funds and cash, with periodic rebalancing and at least quarterly portfolio reviews. Because accounts are managed non‑discretionarily, recommended trades and allocation changes are made only after discussion and client approval.
Distinctively, the firm reports that all managed assets are non‑discretionary and that it provides pension administration/consulting services — including plan bookkeeping, annual compliance testing and Form 5500 preparation — alongside its advisory work. The brochure also notes the firm manages roughly $17.7 million for a small client base (about 35 relationships), does not act as a wrap program sponsor, and relies on custodian statements rather than providing ongoing proprietary performance reporting.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Income planning
Retirement withdrawal strategies
General estate planning guidance
Cash flow / budgeting
Business exit / sale strategy
Fee options
Financial planning fixed fees: $2,000 for Comprehensive Planning; $250 per Life Stage Plan portion; Consulting fixed fee up to $10,000
$0 - $200,000: 2.000% annually $200,001 - $500,000: 1.500% annually $500,001 - $5,000,000: 1.000% annually $5,000,001+: 0.500% annually
$150 to $250 per hour
Fee-only: Fixed fee for Comprehensive Planning Service: $2,000; Life Stage Plan: $250 per portion of Comprehensive Plan; Consulting fixed fee up to $10,000; Hourly consulting fee $150-$250 per hour
Main office location
Aloha Wealthcare Management, LLC
Wahiawa HI, United States
Number of offices
1
Most active in
Aloha Wealthcare Management, LLC has reported serving >5 clients in these states in the last 12 months.
Hawaii
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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