AA Wealth Strategies LLC

Overview

AA Wealth Strategies LLC is an independent, individual-owned registered investment advisor that serves primarily individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selects third-party advisers when appropriate. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm identifies itself as a capital allocator, directing client capital to outside managers and funds as part of its investment program. It does not position itself as an active ESG investor and is not reported as operating across multiple states. An accounting affiliation is noted among the firm’s industry relationships.

Assets & Accounts

Investments & Alternatives