AMORETTI WOLLMAN CAPITAL MANAGEMENT

Overview

Amoretti Wollman Capital Management is an independent, owner-operated registered investment adviser focused on fee-based planning and portfolio management for individuals, families and small businesses, with capacity to serve institutional clients. The firm’s mandate skews toward equity-centered solutions: a substantial portion of its assets are held in exchange-traded equities, and its stated preference is equity-driven allocations. Service offerings include financial planning, discretionary portfolio management and educational workshops, delivered under a fee model that mixes a percentage-of-assets approach with hourly and fixed-fee engagements. The firm does not present itself as an active ESG investor and is not registered as a multi-state adviser. Investment activity favors liquid, listed instruments for core allocations while using third-party managers for selected alternative exposures. The adviser works with outside accountants and positions its advisory practice to coordinate tax and planning inputs alongside portfolio construction.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices