Colsara National Wealth Management LLC

Overview

Colsara National Wealth Management LLC is an independent registered investment adviser focused on serving individual and family clients. The firm’s investment posture favors equities, with its portfolio construction centered on exchange-traded securities and mutual fund sleeves. Fee arrangements are flexible and include a percentage of assets under management, hourly consulting charges and fixed-fee engagements, which allows the firm to accommodate both ongoing portfolio management and project-based financial planning. The adviser reports no active ESG investing program and operates without a multi-state adviser designation. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses, and the investment mix leans toward liquid, tradable instruments rather than private or direct operating business investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices