Steven Nakao
Aloha Wealthcare Management · Wahiawa, Hawaii
Steven Nakao is a fee-only financial advisor at Aloha Wealthcare Management in Wahiawa, Hawaii. Aloha Wealthcare Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Aloha Wealthcare Management |
|---|---|
| Based in | Wahiawa, Hawaii |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $17.7M across 35 accounts |
| SEC registration | Investment adviser representative in HI · CRD 1188762 |
| Exams passed | Series 63 (1999) · Series 65 (1997) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Steven's firm compares
- Aloha Wealthcare Management's average account is about $507,000, from its Form ADV (assets managed divided by 35 accounts).
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Questions about Steven
Is Steven Nakao a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Aloha Wealthcare Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Aloha Wealthcare Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Steven Nakao based?
Steven Nakao is based in Wahiawa, Hawaii.
Is Steven Nakao registered with the SEC?
Yes. Steven Nakao is registered as an investment adviser representative in HI (CRD 1188762), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aloha Wealthcare Management manage?
Aloha Wealthcare Management reports $17.7M across 35 accounts in assets under management.
How do I contact Steven Nakao?
Contact details aren't on file yet. Search for Aloha Wealthcare Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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