BIGHAM WEALTH ADVISORY LLC

Overview

Bigham Wealth Advisory LLC is a small, independent registered investment adviser that acts as a capital allocator for individual, family and a limited institutional client base. The firm combines financial planning, discretionary portfolio management and manager selection to deliver customized portfolios. Its stated preferences show a clear equity tilt: most client assets are held in exchange‑traded equities, and the firm uses both percentage‑of‑AUM billing and performance‑based fee arrangements for certain client relationships, which suggests they run differentiated or outcome‑oriented mandates alongside standard fee schedules. The firm is not positioned as an ESG specialist and does not operate as a multi‑state adviser. It also maintains an affiliation with an insurance company, which can support insurance planning and distribution for clients. As an independent RIA under individual ownership, Bigham Wealth emphasizes direct custody relationships and outside manager selection rather than proprietary product pushes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices