Dishow Wealth Management LLC

Overview

Dishow Wealth Management LLC is a small, independent registered investment adviser operating as an LLC and owned by an individual. The firm focuses on serving individual and family clients with a mix of financial planning and portfolio management services. Its advisory offering spans managed discretionary portfolios, planning engagements billed by percentage of AUM, hourly work and fixed-fee projects, and educational workshops. Dishow acts as a capital allocator for clients, combining exchange-traded public equities with access to third‑party alternative managers when appropriate. The practice does not position itself as an ESG investor and maintains a single-state footprint. Services listed on the firm’s profile include portfolio management for individuals, small businesses, pooled investment vehicles and institutions, pension consulting-related work, selection of outside advisers, and client education. That blend suggests a generalist advisory model that leans on liquid public markets for core exposures while bringing in specialized third‑party managers for niche exposures or alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices