Island Wealth Management
Firm details
- Headquarters
- Honolulu, Hawaii
- CRD number
- 307346
- Website
- islandwealth.com
- Fee structure
- Fixed Fees, Other
- Services
- Financial Planning
Firm profile
FINTRXOverview
Island Wealth Management is a Hawaii-registered corporation focused on delivering financial planning services. The firm is individually owned and operates using a fixed-fee and other fee arrangements rather than percentage-based asset fees. It does not position itself as a capital allocator, does not emphasize ESG investing, and does not advertise pension consulting or related-adviser relationships.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
Krystal Emge
Financial ConsultantCRD 1071994
Troy Enoka
Director of Financial PlanningCRD 6525003
Brian Enoka
President & FounderCRD 2646558
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Honolulu, HI
Honolulu
Location
Honolulu, HI
Headquartered in Honolulu, HI, in the West of the United States.
- Region
- West
- County
- Honolulu
- Address
- 500 Ala Moana Blvd
- Time zone
- HT (UTC-10)
- Office locations
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