FIREBRAND WEALTH MANAGEMENT, LLC

Overview

Firebrand Wealth Management, LLC is an independent registered investment adviser that combines fee-based financial planning with discretionary portfolio management for individuals and small businesses. The firm operates as an individual-owned LLC and positions itself as a capital allocator: it builds client portfolios using third‑party managers where appropriate and supplements core public allocations with private market exposure. Service lines named in firm materials include financial planning, portfolio management, pension consulting and selection of other advisers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Investment approach leans toward pooled public vehicles as the core sleeve, with selective allocations to private equity and real estate through external alternative managers. The firm appears to favor manager-driven solutions (mutual funds and external alternative managers) over heavy direct stock-picking, while retaining the ability to customize via separate accounts when client needs require. ESG is not a stated focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices