CONVEY WEALTH LLC

Overview

Convey Wealth LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, offering fee arrangements that combine a percentage of assets under management with fixed fees. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, selecting other advisers, and running educational seminars or workshops. Convey Wealth identifies as an active ESG investor and functions as a capital allocator, meaning it both manages client portfolios and allocates to third‑party managers.

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Public Holdings

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Location & Offices