DOWNING STREET WEALTH MANAGEMENT LLC

Overview

Downing Street Wealth Management LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families with a mix of financial planning and portfolio management, and it supplements advisory work with pension consulting and educational seminars. Fee arrangements include a percentage of assets under management, hourly fees and fixed-fee engagements, allowing flexibility across client needs and engagement types. Investment activity is centered on managed public fund exposures and traditional portfolio construction for wealth-management clients. The adviser’s filing indicates it is not an active ESG investor. Although the firm operates from offices in more than one state, it is classified in its regulatory filing as not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices