Corbett Wealth Management LLC

Overview

Corbett Wealth Management LLC is a small, owner-operated advisory firm that provides discretionary portfolio management for individuals and small businesses and acts as a capital allocator by selecting outside managers on behalf of clients. The firm charges a percentage-of-AUM fee and focuses its client work on individual and family relationships rather than institutional pension consulting. Investment activity centers on publicly traded pooled vehicles—primarily mutual funds—combined with selective use of third‑party managers to access alternative strategies. Corbett Wealth Management does not position itself as an ESG investor and operates under a single-state footprint. The firm’s advisory model blends direct discretionary management with a manager-of-managers approach: it runs client portfolios while also allocating portions of client capital to externally managed vehicles when the strategy or expertise lies outside the firm’s in‑house capabilities. That structure supports access to hedge fund and real estate managers alongside the firm’s mutual fund and SMA allocations.

Assets & Accounts

Investments & Alternatives

Location & Offices