BOARDWALK WEALTH MANAGEMENT

Overview

Boardwalk Wealth Management is a small, independent registered investment adviser organized as an LLC that serves individual and family clients. The firm operates as a capital allocator and combines fee-based portfolio management with financial planning, pension consulting and selection of outside advisers. Its mandate emphasizes equities: exchange-traded securities are the dominant allocation, supported by mutual funds and targeted allocations to real estate through third‑party managers. Fee arrangements include a percentage of assets under management and fixed-fee engagements. Investment activity centers on liquid public markets with an equities-first posture, supplemented by manager-sourced alternative real estate exposure to provide diversification and income characteristics. The firm is tailored to a limited client base and positions itself as a boutique advisor that outsources specialist alternative exposure where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices