BISCHOFF WEALTH MANAGEMENT GROUP, LLC

Overview

Bischoff Wealth Management Group, LLC is an independent registered investment adviser that began SEC registration in 2015 and is organized as a limited liability company under individual ownership. The firm serves both individual and family clients as well as institutional and business clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its fee arrangements include percentage-of-AUM billing alongside fixed-fee engagements. The adviser does not act as a capital allocator or run its own third‑party funds; instead it works with external managers where appropriate. It does not market itself as an active ESG investor and is not registered as a multi‑state adviser, pension consultant, or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives