ALSPAUGH WEALTH MANAGEMENT

Overview

Alspaugh Wealth Management is an independent, individually owned LLC that serves primarily individuals and families. The firm operates as a capital allocator and combines portfolio management with financial planning and educational outreach. Services listed on its regulatory filings include financial planning, portfolio management for individuals and small businesses, pension consulting services, selecting other advisers on behalf of clients, publishing periodicals or newsletters, and running seminars or workshops. The firm also acts as an insurance broker, and its product mix includes annuities. The firm does not advertise an ESG investing focus and is not structured as a multi-state adviser. Fee arrangements are mixed: percent-of-AUM pricing is used alongside fixed fees and other fee types. As a registered adviser that delegates to external managers at times, Alspaugh positions itself to blend traditional wealth management with outsourced alternative allocations.

Assets & Accounts

Investments & Alternatives

Location & Offices