DOWNTOWN WEALTH STUDIOS, LLC

Overview

Downtown Wealth Studios, LLC is an independent registered investment adviser formed recently and operating as a fee-based advisor to individuals, families and small institutions. The firm focuses on financial planning and portfolio management for individual and small business clients, charging a mix of percentage-of-AUM and fixed fees. Its stated investment bent favors public equities delivered primarily through exchange-traded vehicles, while also incorporating third‑party alternative managers where appropriate. Portfolio coverage appears to emphasize scalable, liquid equity exposures combined with third‑party fund overlays. The firm reports both discretionary and non-discretionary relationships, with the bulk of client assets held in client‑directed accounts. Custody and trade clearing is handled through Pershing Advisor Solutions, which supports the firm’s use of exchange-traded equities and pooled fund investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices