$17.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
69 ADV. Clients
20 yrs Firm Age
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- Custodian
- Altruist ยท SSG
- Clients
- Retail
- Platforms
- PathwayHarbor north
- Established Date
- 12-02-2005
- Office Locations
- 1
Office Locations
-- Wahiawa HI
About Aloha Wealthcare Management, LLC
Aloha Wealthcare Management, LLC is a Wahiawa-based RIA. The firm has been operating for 20 years. Managing $17.7M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and SSG. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$17.7M AVG AUM / ADVISOR
$257.0K AVG AUM / CLIENT
20.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
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Custodian
Meridian value Legacy
Investment Themes
Insight optima Oak timber Value capital
Investment Vehicles
Delta radial
Services
Glacier Element Glacier harbor Capital
Technology
Radial Foundation ember
Owner & Executives
S
STEVEN TERUO NAKAO
Chief Compliance Officer, Managing Member
- CRD
- #1188762
- Ownership
- 75% or more
(364) 501-2105
momentum.frontier@fusioncapital.com
in linkedin.com/in/value-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $17,729,756 | -- |
| Total | $17,729,756 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,729,756
Equity - Exchange:
58.4% Cash:
41.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,868,214,807 | 58.4% |
| Cash | $1,330,783,151 | 41.6% |
| Total | $3,198,997,958 | 100.0% |