Folsom Wealth Advisors

Overview

Folsom Wealth Advisors is a small, independent registered investment adviser serving individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, selection of third-party advisers, and runs educational seminars and workshops. Its filings identify it as a capital allocator that favors equity exposure and integrates ESG into its investment approach. Investment activity centers on discretionary equity portfolios delivered through separately managed accounts and pooled mutual fund positions. The firm’s stated fee models include assets-under-management fees as well as hourly and fixed-fee engagements, which allows it to tailor arrangements by client need. Given the client base and service mix, the adviser appears to combine planning-driven advice with hands-on portfolio construction and manager selection for specific client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices