Honolulu, HI Office

Team
Updated today

Client AUM

$1,151,900,565

Clients

432

Advisors

2

Of 18 advisors across 4 offices

Location

Honolulu HI

Advisors at this office

2

Advisors at this office

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Ji Mi K

Series 66

Honolulu, HI

Pasadena Private Wealth, LLC

Ji Mi Kim is a financial advisor at Pasadena Private Wealth, LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at SageView Advisory Group and several other firms. Outside of her advisory role, Kim is an art consultant with DeRubeis Fine Art of Metal in Honolulu. Pasadena Private Wealth serves individuals, families, trusts, pension plans, and business entities, offering asset management, financial planning, retirement plan consulting, and private fund management. The firm’s investment approach combines fundamental analysis with model-driven portfolios and includes a range of asset classes such as ETFs, mutual funds, individual securities, fixed income, digital assets, and alternative strategies.

Real estate investing Business sale tax planning Founder/Business Owner Executive Self-Employed
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George K

Series 63, Series 65, Series 66

Honolulu, HI

Pasadena Private Wealth, LLC

George Kaluhiokalani is a financial advisor with Pasadena Private Wealth, LLC, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He worked at Merrill from 1999 to 2019 before joining Pasadena Private Wealth in 2021. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, providing asset management, financial planning, retirement consulting, and private fund management. The firm employs a model-driven investment process focused on fundamental analysis and long-term portfolio construction, managing over $1.2 billion in assets across multiple offices.

Real estate investing Business sale tax planning Founder/Business Owner Executive Self-Employed
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