AULESTIA WEALTH MANAGEMENT, INC.

Overview

Aulestia Wealth Management, Inc. is an independent registered investment adviser focused on serving individual and family clients. The firm operates as a capital allocator, blending fee-based planning and discretionary portfolio management with insurance brokerage services. Fee arrangements include a percentage of assets under management, hourly fees and fixed fees, which supports both ongoing portfolio oversight and project-based financial planning work. Investment activity centers on a traditional core of public funds and mutual funds, but the firm also maintains explicit allocations to alternative strategies. That mix suggests a multi-asset approach: core mutual fund sleeves for broad market exposure and benchmarks, complemented by selected private-market and hedge strategies to pursue return enhancement, diversification and access to non-correlated alpha. Aulestia provides pension consulting to small employers in addition to individual portfolio management, indicating experience across household and small-plan needs. The adviser is not an active ESG investor and is not operating as a multistate or newly formed adviser.

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Investments & Alternatives

Location & Offices