CIO WEALTH MANAGEMENT, INC.

Overview

CIO Wealth Management, Inc. is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm combines fee-based portfolio management with financial planning and retirement-plan consulting for individuals and small businesses. Its compensation model includes a percentage-of-AUM fee plus options for hourly and fixed-fee engagements, and the firm also engages in the sale of other financial products. Investment activity skews toward publicly traded equities, with the firm expressing a clear preference for exchange-traded instruments as core holdings. CIO Wealth Management supplements equity allocations with mutual funds and annuities for diversification and income management, and it uses third-party managers to gain exposure to real estate as an alternative. The firm is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices