DO Wealth Different

Overview

DO Wealth Different is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves both individual/family and institutional clients and offers a mix of services that emphasize financial planning and portfolio management for individuals and small businesses. Its advisory menu also includes pension consulting and educational seminars or workshops. Fees are charged by percentage of assets under management, hourly rates, and fixed-fee engagements. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives