BARZIDEH & NADEAU WEALTH MANAGEMENT LLC

Overview

Barzideh & Nadeau Wealth Management LLC is a recently formed, fee-based advisory firm focused on serving individual and family clients with discretionary portfolio management. The firm emphasizes equity exposure, allocating the bulk of its managed assets to exchange-traded equities and exchange-traded funds, and operates as a limited liability company that delivers portfolio management for both individuals/small businesses and for business or institutional clients. It reports a straightforward percentage-of-AUM fee model and does not identify as an active ESG investor or as a multi-state adviser. Investment activity centers on publicly traded equities and ETF-based exposures for core portfolios, supplemented by third-party fund allocations into alternative strategies. The firm appears positioned to combine scalable ETF building blocks with separately managed account customization for high-net-worth clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices