ASSET PROTECTION WEALTH MANAGEMENT LLC

Overview

Asset Protection Wealth Management LLC is a privately held limited liability company run by an individual owner that operates as a capital allocator and advisor-of-advisors. The firm’s documented advisory activity centers on selecting other managers rather than running large in-house investment platforms, and it lists insurance company affiliation as part of its industry ties. Compensation arrangements are non‑asset-based: the firm uses hourly billing, fixed fees and other non‑traditional fee structures, suggesting a focus on financial planning, project work or consultant engagements rather than percentage-of-assets relationships. The dataset indicates the firm is not an active ESG investor and is not classified as a multi-state or newly formed adviser.

Investments & Alternatives

Location & Offices