Center for Wealth Management Advisory

Overview

Center for Wealth Management Advisory is an independent, owner-operated LLC that provides fee-based financial advice to individuals, families and institutional clients. The firm is registered with the SEC (registered in 2017) and offers a mixture of fee arrangements, including percentage-of-AUM, hourly billing and fixed fees. Core advisory services center on financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not position itself as a capital allocator; instead it sources third-party managers and pooled products for client portfolios. It is not identified as an active ESG investor. Industry ties include relationships with accounting professionals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices