Candor Wealth Management, LLC

Overview

Candor Wealth Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm focuses on serving individuals and families, providing financial planning and discretionary portfolio management for both individual clients and small businesses. Its advisory fees are charged as a percentage of assets under management and via fixed fees. The firm reports a single-state operating footprint and does not identify as an active ESG investor or a capital allocator. It lists an industry affiliation with an insurance company, which may reflect product relationships or credentialing rather than a multi-channel broker-dealer structure.

Assets & Accounts

Public Holdings

Investments & Alternatives