Kuleana Wealth Advisors

Kuleana Wealth Advisors provides integrated financial planning and investment management to individual investors, trusts, estates and charitable organizations. The firm delivers ongoing wealth advisory relationships that combine goal-based planning, portfolio design and implementation, periodic reviews, and coordination with clients’ other professionals, and it operates on a fee-only basis without acting as custodian.

Investment guidance is built from a financial plan and the client’s risk profile, with portfolios typically constructed from low-cost mutual funds and ETFs and, where appropriate, individual securities or private investments; the firm implements and rebalances portfolios to align with stated objectives. While the firm offers discretionary management, the majority of its reported assets are managed non-discretionarily and it also maintains a client-traded, non-discretionary service for investors who wish to participate in execution under professional guidance.

As of December 31, 2025 the firm reported about $95.5 million in assets, unusually concentrated in nondiscretionary accounts (approximately $80.1 million), a profile that is uncommon among independent advisory firms. The firm also provides educational workshops—generally pro bono or sponsored—and may engage unaffiliated subadvisors as part of its implementation, combining client education and collaborative implementation in a way that differs from many peers.