RIA Intel›Advisers›Hawaii›ALOHA WEALTHCARE MANAGEMENT, LLC

ALOHA WEALTHCARE MANAGEMENT, LLC

Advisory

HI

Data as of Feb 20, 2026 · Source: SEC Form ADV

Average account

$507K

across 35 accounts

AUM per adviser

$18M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 20, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$18M

Discretionary AUM$0

Non-Discretionary AUM$18M

Discretionary %0%

Total Clients35

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InHI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

35 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in HI

Closest by assets under management. All figures from Form ADV.

VEST TREND SERVICES INC.

$16M

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FRONT STREET FINANCIAL LLC

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PACIFIC WEALTH PARTNERS, LLC

$22M

$11M

PRIVEE CAPITAL MANAGEMENT HAWAII, LLC

$11M

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