Antoine Wealth Management

Overview

Antoine Wealth Management is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm’s client focus is individuals and families, and its advisory services center on financial planning and portfolio management for individuals and small businesses. Compensation is delivered through a combination of a percentage-of-assets fee and fixed fees. Investment activity is concentrated in publicly available pooled vehicles, with the firm showing a clear preference for mutual funds as the primary building block of client portfolios. Antoine Wealth Management does not identify as an active ESG investor. It does not appear to serve as a multi-state adviser or a capital allocator to external managers in a discretionary programmatic way. The firm’s scale is small relative to larger RIAs, which shapes how it sources investment exposure: reliance on third‑party mutual funds for core public‑market exposure and selective use of external alternative fund managers for non‑correlated return streams.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices