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Laulima Families, LLC (Honolulu)


Laulima Families, LLC is a large advisory firm based in Honolulu. It manages $167 million of regulatory assets for 99 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Hawaii.

Laulima Families provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and estate and tax planning. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Laulima Families: assets under management

The assets under management (AUM) of Laulima Families, LLC is $167 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $167 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.69 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Laulima Families, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Honolulu

The principal office where Laulima Families, LLC performs its advisory services is located at 266 Lunalilo Home Road, Honolulu, HI 96825, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 808-394-6922 or by fax 808-394-6923. The normal business hours are 8:00 to 5:00 on Monday - Friday.


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