BUSINE WEALTH

Overview

Busine Wealth is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm’s advisory menu centers on equity-focused portfolio management and financial planning, with discretionary management playing a dominant role. Advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Fee arrangements are flexible and include asset-based fees, hourly charges and fixed fees. Investment activity shows a clear preference for exchange-traded equities as the primary building block of client portfolios. That equity-first posture is balanced by selective use of mutual funds and an allocation to real estate through third‑party managers. Custody is concentrated at major custodians, which supports execution and reporting for discretionary mandates.

Assets & Accounts

Public Holdings

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Location & Offices