HNW client percentage for Supported firms serving clients in Hawaii

Supported firms active in Hawaii 40 firms

Very Low 0%-7%

Low 7%-25%

Typical 25%-36%

High 36%-57%

Very High 57%-80%

5th 20th 40th 60th 80th 95th

Median: 31%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Asia Pacific Financial Management Group, Inc.	Very Low 3%	44	1,417	$150K
Kanno Capital	Typical 25%	41	161	$270K
Robert Priske, LLC	Very High 57%	82	144	$1.4M
M Premier Partners	Typical 31%	78	251	$1M
Lighthouse Financial Services Inc	Typical 35%	159	458	$1M
AIO Financial, LLC	Low 24%	48	197	$1M
Brightree Wealth Management, LLC	High 36%	69	191	$940K
Kokua Capital Management	High 54%	51	95	$2.3M
Rice Financial Consulting, Inc.	Low 19%	66	351	$770K
MacFarlane Investors	Very Low 0%	—	167	$44K
Kahala Financial Advisors, LLC	Very Low 0%	—	162	$1.2M
Darrow Wealth Group	Very Low 0%	—	161	$110K
BelLoadVisers, LLC	Very High 88%	136	155	$590K
Diamond Head Financial Advisors LLC	Very High 67%	44	66	$790K
Shared Vision Wealth Group	High 40%	76	189	$1.8M
Summa Global Advisors, LLC	Typical 33%	41	125	$1.1M
Andrews Advisory Associates, LLC	Typical 27%	65	245	$890K
JH Advisors	High 48%	58	122	$1.5M
Financial Planning Hawaii, Inc.	High 42%	102	241	$1.6M
Regency Capital Management Inc.	Very High 59%	69	116	$3M
ACP Investment Management	Typical 28%	42	152	$700K
Holistic Finance LLC	Very Low 1%	1	198	$40K
Kipos Wealth	High 36%	35	98	$690K
Rylander Richter	High 49%	47	95	$1.1M
Change Wealth Advisors	Low 21%	18	87	$770K
My Financial Coach, LLC	Low 11%	14	126	$430K
Twin Lakes Capital	Very High 59%	49	83	$3.5M
MB Gen Wealth	Very High 60%	72	120	$3.3M
C.M.Bidwell & Associates Ltd	Low 9%	13	151	$1.2M
Pacific Global Investment Management Company	Typical 33%	45	124	$570K
Integrated Wealthcare, LLC	High 39%	52	135	$1.4M
Aventura Capital Management, LLC	Low 10%	13	126	$380K
NEOKAI Capital	High 41%	29	70	$620K
Humble Capital Management LLC	Very High 100%	40	40	$1.8M
Kala Capital	Low 7%	5	76	$330K
Pathfinder Financial Services, LLC	Very High 76%	29	38	$2.4M
Diversified Planning Concepts, Inc.	High 53%	18	34	$1.1M
Decca Private Wealth Management, Inc.	Low 9%	4	47	$150K
Aumakua Capital Management LLC	Very High 63%	5	8	$410K
EmberVest	Very Low 0%	—	3	—
Hui Malama Financial Advisors LLC	—	—	—	—
Wealth Alignment Partners, LLC	—	—	—	—

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