CULTIVATE WEALTH PARTNERS

Overview

Cultivate Wealth Partners is organized as a limited liability company and describes itself as a newly formed, SEC-registered adviser (registration listed in 2026). Ownership is held by an individual and the firm focuses on financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM component with fixed fees. The adviser is not identified as a capital allocator or pension consultant, does not list multi-state adviser status, and does not describe an active ESG investing approach. The firm also lists an industry affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices