# Aloha Wealthcare Management, LLC

> Aloha Wealthcare Management, LLC is a state-registered investment advisory firm, registered since 2005, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 20, 2026.

- CRD: 137769
- Filed as: ALOHA WEALTHCARE MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Hawaii
- Filing period: October 2026
- Form ADV filing dated: February 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/137769
- AdvisorCensus page: https://advisorcensus.com/firm/aloha-wealthcare-management-llc-137769

## Quick answers

**How is Aloha Wealthcare Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Aloha Wealthcare Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Aloha Wealthcare Management, LLC registered with the SEC or a state?**
Aloha Wealthcare Management, LLC is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 137769.

**How much does Aloha Wealthcare Management, LLC manage?**
Aloha Wealthcare Management, LLC reports $17,729,756 in regulatory assets under management in its Form ADV filing dated February 20, 2026 (0% discretionary).

**What types of clients does Aloha Wealthcare Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30); high net worth individuals (5).

**Does Aloha Wealthcare Management, LLC 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/137769

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $17,729,756
- Discretionary: $0
- Non-discretionary: $17,729,756

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $7,276,515 |
| High net worth individuals | 5 | $10,453,241 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2005 (20 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: HI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aloha Wealthcare Management, LLC (CRD 137769): Form ADV filing data as of October 2026.