Family Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
The firm provides portfolio management and financial planning services to individuals, high-net-worth individuals, and corporate entities. Services include tailored investment policy statements, asset allocation and selection, and regular portfolio monitoring using mutual funds, equities, fixed income, ETFs (including precious-metal ETFs), TIPS, ADRs, and private placements.
The adviser operates under a fiduciary standard and constructs individualized investment policy statements, using fundamental, technical, and quantitative analysis and modern portfolio theory to support long-term strategies and model portfolios. Accounts are reviewed at least quarterly, and the firm does not exercise discretionary trading authority, requiring clients to use a specified broker-dealer for execution.
The firm’s fee schedule includes hourly financial planning fees (charged in arrears) alongside negotiable fixed-plan fees, a structure that is uncommon for firms in this category. Its ADV reports no assets under management as of the filing date, and the brochure discloses acceptance of private placements and the existence of an affiliated insurance practice that may involve commissionable products, which the firm identifies as a potential conflict of interest.
Client services
Expertise
Fee options
Between $500 and $50,000 for creating client financial plans
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001+: 1.00%
$150 to $300 per hour
Main office location
Family Wealth Management, LLC
733 Bishop St, Suite 1875
Honolulu HI 96813, United States
Number of offices
1
Most active in
Hawaii
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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