4-C PERSONAL WEALTH MANAGEMENT CONSULTANTS, LLC

Overview

4-C Personal Wealth Management Consultants, LLC is an independent registered investment adviser serving individual and family clients with a mix of financial planning and discretionary portfolio management. The firm charges either a percentage of assets under management or fixed fees and runs portfolios that lean heavily on pooled public funds as the primary building blocks of client accounts. It is not positioned as a capital allocator or pension consultant; instead, the firm focuses on personalized wealth management for individuals and small businesses. Investment activity centers on traditional mutual fund-based solutions supplemented by third-party alternative managers. The firm does not identify itself as an active ESG investor and is organized as a limited liability company with an individual owner. Advisory services emphasize financial planning and ongoing portfolio oversight rather than running proprietary products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices