FLETCHER WEALTH MANAGEMENT, INC.

Overview

Fletcher Wealth Management, Inc. is a small, independent registered investment adviser organized as a corporation that focuses on serving individual and family clients. The firm combines portfolio management and financial planning for individuals and small businesses, charging a mix of percentage-of-AUM and fixed fees. Portfolio construction shows a clear tilt toward publicly traded equities, with discretionary management the dominant delivery model. The firm is not classified as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator. Investment activity centers on liquid equity exposure supplemented by access to illiquid alternatives for appropriate clients. Advisory activity is geared toward wealth management and financial planning rather than institutional or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices