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Ohana Wealth MangementFinancial advisor in Capitola, CA

Ohana Wealth Mangement is a financial advisor at 2901 Park Ave b1, Soquel, CA 95073, ranked #19 of 97 financial advisors in Capitola and rated 4.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Capitola, CAUpdated 0 paid placements in any rankingHow we rank

Call (831) 216-5519Website ↗

Key facts

Key facts about Ohana Wealth Mangement
Address2901 Park Ave b1, Soquel, CA 95073, Capitola, CAGet directions
Phone(831) 216-5519
Websiteohanawealthmanagement.net
HoursMonday to Thursday: 8:30 AM – 5 PM; Friday: 8:30 AM – 1 PM
Google rating4.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Capitola and 11 towns within 25 miles: Live Oak, Santa Cruz, Scotts Valley, Watsonville, Los Gatos, Morgan Hill, Saratoga, Gilroy, Campbell, Prunedale and Communications Hill.

Based in Capitola, CAView on map

Opening hours

Opening hours for Ohana Wealth Mangement
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 1 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Ohana Wealth Mangement

How is Ohana Wealth Mangement ranked in Capitola?

Ohana Wealth Mangement is ranked #19 of 97 financial advisors in Capitola by RFA Score, with 62 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Ohana Wealth Mangement’s hours?

Ohana Wealth Mangement is open Monday to Friday. Its listed hours are Monday to Thursday, 8:30 AM – 5 PM; Friday, 8:30 AM – 1 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Ohana Wealth Mangement serve?

Serves Capitola and 11 towns within 25 miles: Live Oak, Santa Cruz, Scotts Valley, Watsonville, Los Gatos, Morgan Hill, Saratoga, Gilroy, Campbell, Prunedale and Communications Hill. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Ohana Wealth Mangement?

Ohana Wealth Mangement has a rating of 4.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Ohana Wealth Mangement?

Call Ohana Wealth Mangement on (831) 216-5519. The business is at 2901 Park Ave b1, Soquel, CA 95073, Capitola, CA. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Ohana Wealth Mangement compared with nearby businesses
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Ohana Wealth Mangement (this business)—624.0 (4)NoNo
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