Change Wealth Advisors

Overview

Change Wealth Advisors operates as an independent registered investment adviser serving individuals and families, with an emphasis on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of asset-based fees and fixed fees, and runs client relationships primarily on a discretionary basis. Investment activity centers on pooled public vehicles—principally mutual funds and other public funds—for core exposure, while portfolios are tailored at the account level to meet client goals. The firm does not describe itself as an active ESG investor and is not positioned as a capital allocator or pension consultant; its practice concentrates on direct client advisory and portfolio implementation rather than managing third-party funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices