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Aloha Wealthcare Management, LLC Employee Directory

Financial ServicesHawaii, United States0-1 Employees

Aloha Wealthcare Management, LLC is a Registered Investment Advisory firm based in Wahiawa, Hawaii. Founded by Steven Nakao, an Accredited Investment Fiduciary and Professional Plan Consultant, the firm focuses on wealth accumulation and distribution planning with a retirement orientation in the Hawaiian Islands.
A substantial portion of its client base consists of high net worth individuals, alongside plan sponsors seeking retirement arrangements. By applying its expertise in personal and retirement planning, the firm aims to help plan sponsors reduce costs, improve plan performance, and mitigate risk. Operating within the financial services sector, it positions itself as a regional advisor for retirement and wealth planning in Hawaii.

Find Aloha Wealthcare Management, LLC employees' phone numbers or email addresses

Aloha Wealthcare Management, LLC Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

Aloha Wealthcare Management, LLC's Leadership

  • Stylized image of a person
    S. N.
    Investment Management Specialist | Professional Pension Consultant | Portfolio Management Strategist
    Phone icon
    Mobile Phone

Aloha Wealthcare Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Aloha Wealthcare Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. N.
    Investment Management Specialist | Professional Pension Consultant | Portfolio Management Strategist
    Phone icon
    Mobile Phone
    United StatesHawaii
    Oct 16, 2024

Frequently Asked Questions

What is Aloha Wealthcare Management, LLC known for?

Minus sign iconPlus sign iconAloha Wealthcare Management, LLC operates in the Financial Services industry. The company's main headquarters is located in 1331-a Loko Drive Wahiawa, Hawaii United States; you can contact the main corporate office by phone at
+1-808-622-****
. Explore Aloha Wealthcare Management, LLC's company overview page for more information.

What is Aloha Wealthcare Management, LLC's most common email format?

Minus sign iconPlus sign iconAloha Wealthcare Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Aloha Wealthcare Management, LLC email formats with LeadIQ.

How many employees does Aloha Wealthcare Management, LLC have currently?

Minus sign iconPlus sign iconAloha Wealthcare Management, LLC has approximately 1 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Aloha Wealthcare Management, LLC's key employees and leadership?

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As of January 2026, Aloha Wealthcare Management, LLC's key employees include:

  • Investment Management Specialist | Professional Pension Consultant | Portfolio Management Strategist: S. N.

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