ACE Wealth Management, LLC

Overview

ACE Wealth Management, LLC is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, with a stated focus on financial planning and portfolio management for individuals and small businesses. It also operates as an insurance broker, which suggests advisers at the firm combine investment advice with insurance-product distribution and planning around insurance needs. Investment activity at ACE Wealth Management centers on pooled public funds — mutual funds and similar vehicles — which make up the bulk of client portfolios. The firm does not flag itself as an active ESG investor. Given its client base and fee model (percentage of AUM), the firm appears oriented toward discretionary portfolio management for a subset of clients alongside non-discretionary/consultative relationships.

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Investments & Alternatives

Location & Offices