Cultivate Wealth Partners

Overview

Cultivate Wealth Partners is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on individuals and families, providing financial planning and portfolio management services for both personal clients and small-business owners. Its billing mixes AUM-based fees with fixed-fee engagements. The adviser is SEC-registered (registration noted in 2026) and is not structured as a capital allocator. Cultivate Wealth Partners does not identify as an active ESG investor and does not operate as a multi-state or pension consultant. The firm has an industry affiliation with an insurance company, which aligns with its use of insurance-linked products in client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives