Felton Wealth, LLC

Overview

Felton Wealth, LLC is an Ohio-registered limited liability company owned by an individual and positioned as a small private wealth advisor and insurance broker. The firm combines traditional advisory services — financial planning and portfolio management for individuals and small businesses — with insurance brokerage activity and the selection of other advisers for client allocations. Its stated fee arrangements include both percentage-of-assets and fixed-fee engagements. The firm identifies itself as a capital allocator and does not identify as an active ESG investor or a multi-state adviser.

Investments & Alternatives

Location & Offices