Island Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Island Wealth Management provides financial planning and consulting to individuals, trusts, retirement plans and business clients, delivering written financial plans that address areas such as retirement, estate, tax, business and exit planning. The firm offers project-based and recurring planning engagements and does not sponsor wrap fee programs.
The firm emphasizes a planning-first model and provides general investment advice informed by fundamental, quantitative and technical analysis and asset-allocation frameworks, while leaving implementation decisions to clients. Island Wealth does not accept discretionary authority to manage accounts, reports no regulatory assets under management, and does not custody client funds or securities.
What is notable about this team is its focus on fee-for-service planning rather than portfolio management: it does not conduct portfolio management for individual accounts, does not use percentage-of-AUM billing, and does not charge performance-based fees. The firm also documents exit-planning expertise (CEPA) in addition to CFP credentials, and its advisers are dually registered with a broker-dealer, which the brochure discloses as a potential implementation pathway and a source of conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Project-based flat fees from $2,000 to $20,000 for financial planning engagements
Hourly rates used to calculate fees if agreement is terminated before delivery of financial plan (specific hourly rate not stated)
Account minimum: $2,000 Minimum fee: Minimum fee of $2,000 for written financial plans Fee-only: Flat or recurring fees for financial planning services ranging from $2,000 to $20,000 depending on scope and complexity
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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Evan N
CFP®, Series 66
Honolulu, HI
Island Wealth Management
Evan Nishida is a CFP® with three years of industry experience, currently serving as an advisor at Island Wealth Management in Honolulu, HI. He has worked at LPL Financial and is also employed at Iolani School. Island Wealth Management provides financial planning and consulting to individuals, trusts, retirement plans, and business clients, focusing on a planning-first model that delivers written financial plans without discretionary portfolio management or custody of client assets. The firm emphasizes fee-for-service planning and offers general investment advice informed by multiple analytical approaches.
Sophia S
CFP®, Series 66
Honolulu, HI
Island Wealth Management
Sophia Saiki is a CFP® and Series 66-licensed financial advisor at Island Wealth Management with two years of industry experience. She has worked at both Island Wealth Management and LPL Financial since 2022. In addition to her advisory role, she provides administrative support within Island Wealth Management. Island Wealth Management offers financial planning and consulting services to individuals, trusts, retirement plans, and business clients, focusing on a planning-first model without discretionary portfolio management. The firm emphasizes fee-for-service engagements and delivers written plans covering retirement, estate, tax, business, and exit planning.
Troy E
CFP®, Series 65, Series 63
Honolulu, HI
Island Wealth Management
Troy Enoka is a CFP®-credentialed financial advisor with eight years of industry experience, currently practicing at Island Wealth Management in Honolulu, HI. He has worked with Island Wealth Management since 2015 and is also affiliated with LPL Financial. Island Wealth Management provides financial planning and consulting services to individuals, trusts, retirement plans, and businesses. The firm emphasizes a planning-first approach with fee-for-service engagements and offers general investment advice without discretionary account management or custody of client assets.
Brian E
CFP®, Series 63, Series 65
Honolulu, HI
Island Wealth Management
Brian Enoka is a CFP® professional with 31 years of experience in financial advising. He has worked at Island Wealth Management since 2020 and has held positions at University of Hawaii Federal Credit Union, LPL Financial, and Valic Financial Advisors. Enoka provides financial planning and consulting services through Island Wealth Management, an independent advisory firm based in Honolulu. Island Wealth Management serves individuals, trusts, retirement plans, and business clients by delivering written financial plans focused on retirement, estate, tax, business, and exit planning. The firm emphasizes a planning-first approach and offers general investment advice without discretionary management or custody of client assets.
Krystal E
Series 63, Series 65
Honolulu, HI
Island Wealth Management
Krystal Emge is a financial advisor with Island Wealth Management in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Takemayu, LLC and LPL Financial, as well as Valic Financial Advisors. Emge provides financial planning and consulting services through Takemayu, LLC, an independent investment advisor firm. Island Wealth Management offers financial planning and consulting for individuals, trusts, retirement plans, and businesses. The firm emphasizes a planning-first model with fee-for-service engagements and provides general investment advice without discretionary portfolio management.
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