KULEANA WEALTH ADVISORS

Overview

Kuleana Wealth Advisors is an independent registered investment adviser organized as an LLC that serves high-net-worth individuals and families. The firm positions itself as a capital allocator and portfolio manager, delivering financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, manager selection, and client education through seminars and workshops. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. Investment activity shows a clear preference for pooled public funds as the core building block of client portfolios, while the firm also sources third‑party alternative managers to provide non‑correlated return streams. The firm does not list active ESG investing as a priority.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices