Counterculture Wealth

Overview

Counterculture Wealth is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and selection of other advisers. It operates primarily on a fee basis — charging a percentage of assets under management and fixed fees — and is designated as a capital allocator, indicating it builds portfolios by selecting external managers and pooled vehicles when appropriate. Investment activity shows a clear tilt toward publicly traded equities. The advisory relationship is largely non‑discretionary, meaning the firm typically provides recommendations and plans that clients retain authority to approve. Counterculture Wealth does not identify itself as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices