Atwima Wealth Management LLC

Overview

Atwima Wealth Management LLC is an independently operated RIA organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, and its advisory work centers on financial planning and portfolio management for individuals and small businesses. Client fees are charged both as a percentage of assets under management and via fixed-fee arrangements. The firm does not self-identify as an active ESG investor, is not positioned as a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives