# Island Wealth Management

> Island Wealth Management is a state-registered investment advisory firm in Honolulu, HI, registered since 2020, with no regulatory assets under management reported in its Form ADV filing dated July 7, 2026.

- CRD: 307346
- Filed as: ISLAND WEALTH MANAGEMENT
- Legal name: Island Wealth Management, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Honolulu, HI
- Filing period: October 2026
- Form ADV filing dated: July 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/307346
- AdvisorCensus page: https://advisorcensus.com/firm/island-wealth-management-honolulu-hi-307346

## Quick answers

**How is Island Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Island Wealth Management reports these compensation arrangements: fixed fees (other than subscription fees); other.

**Where is Island Wealth Management located?**
Island Wealth Management's principal office is in Honolulu, HI, according to its Form ADV.

**Is Island Wealth Management registered with the SEC or a state?**
Island Wealth Management is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 307346.

**Does Island Wealth Management 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/307346

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2020 (6 years)
- Employees: 3 total, 3 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.

### Websites listed on Form ADV (Item 1.I)
- islandwealth.com
- Facebook @hawaiiwealth
- Instagram @island.wealth
- LinkedIn @islandwealth
- X @islandwealth
- YouTube @troyenoka

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Island Wealth Management (CRD 307346): Form ADV filing data as of October 2026.