FARNSLEY WEALTH MANAGEMENT, LLC

Overview

Farnsley Wealth Management, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm combines advisory services with broker-dealer and insurance-broker activities and positions itself as a capital allocator for both individual/family and institutional clients. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and the selection and oversight of third‑party managers. Investment behavior is equity‑oriented. The firm shows a clear preference for exchange‑traded equities and uses those instruments as the primary building blocks of client portfolios. That equity tilt is paired with mutual funds and an allocation program into outside alternative managers when appropriate. Farnsley also identifies as an active ESG investor, indicating ESG-related criteria are integrated into some selection or screening processes. Given the firm’s mix of fee structures (percentage of AUM and fixed fees) and its small scale, client relationships appear to combine advisory guidance with substantial client control over final implementation.

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Location & Offices