Ethos Private Wealth

Overview

Ethos Private Wealth is an independent registered investment adviser that manages concentrated, equity-oriented portfolios for individual, family and institutional clients. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions and selection of other advisers, indicating a mix of discretionary portfolio oversight and consultant-style services. Its fee structure includes percentage-of-AUM fees as well as hourly and fixed-fee arrangements, which supports both ongoing asset management relationships and one-off or project-based engagements. Filings show a clear tilt toward equities as the preferred asset class, with a material portion of client capital deployed in non-exchange-traded equity positions. Ethos Private Wealth custodians client assets primarily at Charles Schwab & Co., Inc., and the firm reports managing most assets on a discretionary basis. The combination of SMA usage, third-party manager selection authority and private-placement allocations suggests Ethos blends direct equity ownership with outsourced alternative strategies when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices