FOWLER WEALTH MANAGEMENT

Overview

Fowler Wealth Management is an independent, owner-operated registered investment adviser organized as a limited liability company that serves individual and family clients. The firm provides discretionary portfolio management for individuals and small businesses and charges fees as a percentage of assets under management. With a compact asset base, the practice appears structured for hands-on client service and direct portfolio oversight rather than large-scale institutional product distribution. Investment activity mixes core, liquid instruments with allocations to external alternative managers. The firm uses mutual funds and corporate debt for traditional core exposures and taps third‑party managers for hedge fund strategies, real estate, commodities and oil & gas opportunities. Fowler Wealth Management is not positioned as an ESG-focused or multi-state adviser, and it does not present as a capital allocator in the sense of running proprietary alternative funds.

Assets & Accounts

Investments & Alternatives

Location & Offices