A complete list of active advisors currently associated with Aloha Wealthcare Management, LLC

Warmer can help you find a great advisor at Aloha Wealthcare Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Aloha Wealthcare Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.