Batman Wealth Management, LLC

Overview

Batman Wealth Management, LLC is an independent registered investment adviser focused on financial planning and discretionary portfolio management for individuals and small businesses. The firm tilts heavily toward publicly traded equities, using exchange-traded instruments as the primary building block of client portfolios. Advisory work is fee-based, using a percentage-of-AUM schedule for ongoing portfolios and hourly charges for planning or consulting engagements. Investment activity centers on liquid, listed securities supplemented by third‑party alternative fund allocations. The firm does not identify as an active ESG investor and is not structured as a multi‑state adviser, which aligns with a more locally focused client base and a straightforward investment mandate emphasizing equity exposure and select third‑party alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices