Counterculture Wealth

Overview

Counterculture Wealth is an independent RIA organized as an LLC and registered in Minnesota. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection-of-other-advisers services. Its ownership is held by an individual and it bills clients via a combination of percentage-of-AUM and fixed fees. The firm identifies itself as a capital allocator and notes a preference for equity-based strategies; it does not position itself as an ESG-focused adviser and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices