FREMONT WEALTH MANAGEMENT, LP

Overview

Fremont Wealth Management, LP is an independent registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm serves a primarily individual and family client base and charges a mix of percentage-of-AUM and fixed fees. Its investment orientation favors equities — both exchange-traded and mutual fund vehicles — and the adviser does not position itself as a capital allocator to third‑party private fund managers. Fremont is not an active ESG investor, and it operates as a single-state adviser under a domestic entity/individual ownership structure. Investment activity centers on discretionary management, with standard wealth-management services for affluent households and small business owners. Portfolios appear constructed for liquidity and tradability, consistent with a reliance on exchange-traded instruments and mutual funds rather than bespoke alternative structures or extensive private placements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices