Francis Wealth Solutions, LLC

Overview

Francis Wealth Solutions, LLC is a small, owner-operated advisory firm that focuses on portfolio management for individual and family clients and small businesses. The firm charges fees as a percentage of assets under management and shows a clear preference for publicly traded equities and exchange-traded products as the core of client portfolios. It is not positioned as a capital allocator or pension consultant, does not market itself as an active ESG investor, and is organized as a limited liability company with an individual owner. Investment activity centers on direct exposure to listed equities and ETFs, with portfolio custody and trading routed through a digital broker platform that supports execution and reporting for smaller, individually managed accounts. Given the firm’s size and client base, investment programs appear tailored and hands-on rather than institutional-scale delegated management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices