EFS WEALTH MANAGEMENT LLC

Overview

EFS Wealth Management LLC is an independent, individual-owned registered investment adviser that serves primarily individual and family clients with fee-based portfolio management and financial planning. The firm charges a percentage-of-AUM fee and lists activities that include portfolio management for individuals and small businesses, selection of other advisers, financial planning, and educational seminars or workshops. It describes itself as a capital allocator that uses external managers when appropriate and is not positioned as a multi-state or pension consultant adviser. The firm does not identify as an active ESG investor and lists an affiliation with an insurance company, which aligns with its use of insurance-linked products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices