Alexa Wealth Management, LLC

Overview

Alexa Wealth Management, LLC operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm targets individual and family clients and provides financial planning and portfolio management services tailored to individuals and small business owners. Its fee structure mixes a percentage-of-AUM model with hourly charges, which supports both ongoing advisory relationships and project-based planning engagements. Investment activity centers on publicly managed pooled funds—mutual funds and similar vehicles—supported by a modest allocation to third-party real estate investments and use of insurance products where appropriate. The firm is not positioned as a capital allocator and does not report an ESG focus. With a single-office setup and a concentrated client roster, Alexa Wealth Management appears to operate as a higher-touch, boutique advisory practice that blends traditional mutual fund sleeves with selective alternative exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices