# Aloha Wealth Partners

> Aloha Wealth Partners is a state-registered investment advisory firm, registered since 2021, with no regulatory assets under management reported in its Form ADV filing dated June 10, 2026.

- CRD: 315961
- Filed as: ALOHA WEALTH PARTNERS
- Legal name: Aloha Wealth, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: June 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315961
- AdvisorCensus page: https://advisorcensus.com/firm/aloha-wealth-partners-315961

## Quick answers

**How is Aloha Wealth Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Aloha Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Aloha Wealth Partners registered with the SEC or a state?**
Aloha Wealth Partners is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 315961.

**Does Aloha Wealth Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/315961

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alohawealthpartners.com
- intagram.com/ ALOHAWEALTH
- Facebook @alohawealthpartners
- LinkedIn @alohawealthpartners

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aloha Wealth Partners (CRD 315961): Form ADV filing data as of October 2026.