ALOHA WEALTHCARE MANAGEMENT, LLC

ALOHA WEALTHCARE MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 137769). Regulatory assets under management: $17.7M.

Registration

• CRD: 137769
• Type: Registered investment adviser
• Phone: 808-351-1196
• Latest filing: 2026-02-20
• Regulatory AUM: $17.7M
• Non-discretionary AUM: $17.7M
• Clients: 1
• Accounts: 35

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 137769 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search