FIRELANDS WEALTH MANAGEMENT, LLC

Overview

Firelands Wealth Management, LLC operates as an independent registered investment adviser focused on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services, managing client relationships under a mix of percentage-of-AUM and fixed-fee engagements. Investment activity centers on publicly available pooled vehicles—primarily mutual funds and other public funds—while the firm also uses corporate debt instruments to meet income and credit allocation objectives. The adviser is structured as a limited liability company with domestic ownership. It does not position itself as a capital allocator; instead, it blends managed accounts and pooled products to build client portfolios. ESG investing is not a stated focus, and the firm reports operating within a limited geographic footprint rather than as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices