Island Wealth Management logo

Island Wealth Management

Updated today

Client AUM

$0

Clients

0

Advisors

5

of 5 employees

About

Island Wealth Management provides standalone financial planning and consulting to individuals, trusts, pension and profit‑sharing plans, and business entities. The firm’s planning scope includes retirement and estate planning, tax and corporate-structure analysis, cost segregation and real‑estate analysis, insurance review, and other project‑based financial plans, and it does not currently manage client investment portfolios or report assets under management.

Work is delivered through written, project‑based plans and recurring planning engagements, with general investment advice provided to clients as part of those services. The firm uses asset allocation and a mix of fundamental, quantitative and technical analysis to inform recommendations, but it does not accept discretionary trading authority or custody of client assets; clients implement recommendations through custodians or via the firm’s representatives in their separate broker‑dealer or insurance capacities.

Noteworthy aspects include the firm’s emphasis on fee‑for‑service planning rather than portfolio management or percentage‑of‑AUM billing, and its use of project and recurring planning arrangements instead of AUM fees. The advisory team includes CFP‑certified planners and an exit‑planning credential, and representatives are dually registered, a structure that enables implementation through third‑party broker‑dealer or insurance channels and creates disclosureable conflicts of interest.

Client services

Financial planning

Expertise

Business exit / sale strategy Entity structure planning (LLC, S-Corp) Real estate investing Debt management

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Fee options

Fixed

Project-based flat fees typically ranging from $2,000 to $20,000

Project-based

Hourly fee used to calculate refunds based on time and effort expended, specific rate detailed in client agreement

Other

Account minimum: $2,000 Minimum fee: Financial planning minimum fee generally assessed at $2,000 Fee-only: Flat or recurring fees typically ranging from $2,000 to $20,000 per project

Main office

500 Ala Moana Boulevard, Suite #7 417

Honolulu HI 96813

Advisors at this office

5

Most active in

Hawaii

Also doing business as

Island Wealth Management · Island Wealth Management, Inc. · Island Wealth, LLC · Takemayu, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Evan N

CFP®, Series 66

Honolulu, HI

Island Wealth Management

Evan Nishida is a financial advisor at Island Wealth Management in Honolulu, HI, holding the CFP® and Series 66 credentials with two years of industry experience. Prior to joining Island Wealth Management, he worked at LPL Financial and has teaching experience at Iolani School. Outside of advising, he is employed at Iolani School in a non-investment role. Island Wealth Management provides standalone financial planning and consulting services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm delivers written, project-based plans and recurring planning engagements without managing client portfolios or accepting discretionary trading authority.

Business exit / sale strategy Entity structure planning (LLC, S-Corp) Real estate investing Debt management
user avatar

Sophia S

CFP®, Series 66

Honolulu, HI

Island Wealth Management

Sophia Saiki is a CFP® professional with one year of industry experience, currently serving at Island Wealth Management in Honolulu, HI. Her background includes roles at Island Wealth Management and LPL Financial, as well as media services at California Lutheran University. She also provides administrative support to Island Wealth Management as part of her business activities. Island Wealth Management offers standalone financial planning and consulting services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm delivers project-based and recurring financial plans with an emphasis on fee-for-service engagements, providing general investment advice without discretionary trading authority or asset custody.

Business exit / sale strategy Entity structure planning (LLC, S-Corp) Real estate investing Debt management
user avatar

Troy E

CFP®, Series 65, Series 63

Honolulu, HI

Island Wealth Management

Troy Enoka is a CFP® professional affiliated with Island Wealth Management in Honolulu, HI, with eight years of experience in the financial services industry. He has worked with Island Wealth Management and LPL Financial during his career. Island Wealth Management provides standalone financial planning and consulting services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm emphasizes fee-for-service planning delivered through project-based and recurring engagements without discretionary trading authority or custody of client assets.

Business exit / sale strategy Entity structure planning (LLC, S-Corp) Real estate investing Debt management
user avatar

Brian E

CFP®, Series 63, Series 65

Honolulu, HI

Island Wealth Management

Brian Enoka is a CFP® professional with over 30 years of experience in financial services. He is currently with Island Wealth Management in Honolulu, HI, where he has worked since 2020, and has also held positions with University of Hawaii Federal Credit Union and LPL Financial. His work includes financial planning and consulting, and he is involved in managing 401(k) retirement plans. Island Wealth Management provides standalone financial planning and consulting to individuals, trusts, pension and profit-sharing plans, and business entities. The firm focuses on fee-for-service planning through written, project-based, and recurring engagements and offers general investment advice without managing client portfolios or accepting discretionary trading authority.

Business exit / sale strategy Entity structure planning (LLC, S-Corp) Real estate investing Debt management
user avatar

Krystal E

Series 63, Series 65

Honolulu, HI

Island Wealth Management

Krystal Emge is a financial advisor with Island Wealth Management in Honolulu, Hawaii, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked with LPL Financial since 2014 and provides financial planning and consulting services through Takemayu, LLC, an independent investment advisory firm she started in 2021. Island Wealth Management offers standalone financial planning and consulting to individuals, trusts, pension and profit-sharing plans, and business entities. The firm emphasizes fee-for-service planning through project-based and recurring engagements without managing client investment portfolios.

Business exit / sale strategy Entity structure planning (LLC, S-Corp) Real estate investing Debt management
View complete list of advisors at this firm
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