ALIKOS WEALTH MANAGEMENT, LLC

Overview

Alikos Wealth Management operates as an independent registered investment adviser focused on high-net-worth individuals and families. The firm combines traditional public fund allocations with active use of third‑party alternative managers, positioning itself as a capital allocator rather than a single‑strategy shop. Service lines include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and selection of other advisers — reflecting a hybrid advisory model that supports both personal wealth needs and institution-style decisions. Fee arrangements are flexible: percentage of AUM is offered alongside hourly and fixed fees, which accommodates both ongoing portfolio relationships and project or planning engagements. Alikos identifies as an active ESG investor, applying environmental, social and governance considerations across its investment selection process. Given the client roster and account structure, the firm appears to emphasize customized portfolios built from mutual funds and separately managed strategies with supplemental allocations to private market and hedge fund managers.

Assets & Accounts

Investments & Alternatives

Location & Offices