Island Wealth Management logo

Island Wealth Management

Updated today

Client assets under management

$0

Clients

0

Advisors

5

of 5 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

0

Very Low

Average account size

About

Island Wealth Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities, but its brochure states the firm does not manage client assets on a discretionary or non-discretionary basis and reported no assets under management as of December 31, 2025. The firm focuses on standalone financial planning and consulting—covering investment, retirement, estate, tax, charitable, corporate structure, real estate and mortgage/debt analysis—and may assist clients with implementation choices through third-party broker-dealers.

The firm’s approach combines multiple methods of analysis, including fundamental, quantitative and technical techniques, and emphasizes asset-allocation frameworks (strategic, dynamic, tactical and core-satellite) and duration constraints for fixed-income exposure where applicable. Services are tailored to client objectives and restrictions, financial plans are project-based and reviewed at least annually, and the firm does not accept custody of client assets or discretionary trading authority.

Noteworthy for a firm classified as an investment manager, Island Wealth does not rely on percentage-of-assets-under-management fees and instead charges flat or recurring project-based planning fees; its brochure also discloses that representatives are dually registered with LPL Financial and hold insurance licenses, creating potential commission conflicts when clients implement recommendations through LPL. The firm highlights professional credentials such as CFP certifications and an exit-planning (CEPA) designation and offers specialized services (e.g., cost segregation and corporate-structure analysis) that are less common for a small firm that reports no AUM.

Client services

Financial planning

Expertise

Business exit / sale strategy Tax strategies for small businesses

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Project-based flat fees typically range from $2,000 to $20,000 for financial planning services

Project-based

Hourly fee used to calculate refunds upon termination prior to plan delivery; specific rate detailed in client agreement but not stated in brochure

Subscriptions

Recurring fee basis for financial planning services; details determined case-by-case and specified in consulting agreement

Other

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, based on scope and complexity

Main office location

Island Wealth Management

500 Ala Moana Boulevard, Suite #7 417

Honolulu HI 96813, United States

Number of offices

1

Most active in

Hawaii

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 CFP®-certified financial advisor with two years of industry experience, currently practicing at Island Wealth Management in Honolulu, HI. Prior to his current role, he was affiliated with LPL Financial and has held concurrent employment at Iolani School. Outside of finance, he has experience working in the local food service industry. Island Wealth Management provides financial planning and consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm emphasizes project-based financial plans tailored to client objectives and employs a combination of fundamental, quantitative, and technical analysis methods without managing client assets directly.

Business exit / sale strategy Tax strategies for small businesses Founder/Business Owner
user avatar

Sophia S

CFP®, Series 66

Honolulu, HI

Island Wealth Management

Sophia Saiki is a CFP® with one year of industry experience, currently serving as a financial advisor at Island Wealth Management in Honolulu, HI. She has held roles at both Island Wealth Management and LPL Financial since 2022 and has a background that includes work at California Lutheran University and a small catering business. Island Wealth Management provides standalone financial planning and consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm emphasizes a multi-method analytical approach and project-based financial plans, focusing on client objectives without managing assets directly.

Business exit / sale strategy Tax strategies for small businesses Founder/Business Owner
user avatar

Troy E

CFP®, Series 63, Series 65

Honolulu, HI

Island Wealth Management

Troy Enoka is a CFP® professional affiliated with LPL Financial, based in Honolulu, HI, with seven years of industry experience. He has been associated with Island Wealth Management since 2015 and has worked with LPL Financial since 2018. Troy also has prior experience in media-related roles and education institutions. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Business exit / sale strategy Tax strategies for small businesses Founder/Business Owner
user avatar

Brian E

CFP®, Series 63, Series 65

Honolulu, HI

Island Wealth Management

Brian Enoka is a CFP® professional with 30 years of experience in the financial services industry. He is affiliated with LPL Financial and also provides financial planning and consulting services through Island Wealth Management, LLC, an independent advisory firm he founded in 2020. His prior roles include work with the University of Hawaii Federal Credit Union since 2013. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by in-house research and multiple portfolio management options delivered through its extensive network of investment adviser representatives.

Business exit / sale strategy Tax strategies for small businesses Founder/Business Owner
user avatar

Krystal E

Series 63, Series 65

Honolulu, HI

Island Wealth Management

Krystal Emge is a financial advisor with LPL Financial in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She also provides financial planning and consulting services through Takemayu, LLC, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports a range of investment approaches through its research team and extensive network of investment adviser representatives.

Business exit / sale strategy Tax strategies for small businesses Founder/Business Owner
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