ALONGSIDE WEALTH ADVISORS, LLC

Overview

Alongside Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients and describes itself as a capital allocator that blends advice and manager selection with direct portfolio management. Core advisory services cited in regulatory filings include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements are multi‑modal and include percentage of AUM, hourly charges, fixed fees and other fee types, reflecting a mix of ongoing wealth management and project-based engagements. The firm does not identify as an active ESG investor. An industry affiliation with accounting professionals is noted in the filing.

Assets & Accounts

Public Holdings

Investments & Alternatives