Clay Northam Wealth Management

Overview

Clay Northam Wealth Management is an independent, SEC-registered RIA organized as a limited liability company and operating since 2017. The firm primarily serves individual and family clients on a fee‑for‑assets basis and is identified as a capital allocator—meaning it blends proprietary portfolio management with third‑party manager selection. Core advisory services listed include financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. The firm does not describe itself as an active ESG investor and is not identified as a multistate or pension consultant adviser. Clay Northam Wealth Management was recognized by FA Magazine in 2020 on a Top RIA Firms list.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices