FIREFLY WEALTH MANAGEMENT

Overview

Firefly Wealth Management is a small, independent registered investment adviser organized as an LLC and run by an individual owner. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses. Its client base is narrow: the firm manages accounts for two clients, using a fee model that combines a percentage of assets under management and fixed fees. Investment activity centers on publicly available pooled vehicles as the core of client portfolios, with third‑party alternative managers used selectively for private equity and real estate exposures. Firefly Wealth Management is not positioned as an ESG or multi‑state advisor and does not describe itself as a capital allocator or pension consultant; it operates as a boutique adviser offering personalized planning and portfolio construction for modestly sized relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices