Busbee Wealth Advisors LLC

Overview

Busbee Wealth Advisors LLC is an independent, privately owned registered investment adviser organized as an LLC. The firm operates as a capital allocator for both individual and family clients as well as institutional accounts. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Fee arrangements include traditional percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements. The firm does not identify as an active ESG investor and is not presented as a multi‑state adviser in the available filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices