GORHAM WEALTH MANAGEMENT, LLC

Overview

Gorham Wealth Management, LLC is an independent registered investment adviser operating as a limited liability company that focuses on individual and family clients. The firm acts as a capital allocator, providing financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Its advisory model blends discretionary portfolio oversight with fee arrangements that include a percentage of assets under management, hourly charges and fixed fees. The firm’s public filings show a clear preference toward equity-centered portfolios, with exchange-traded equities serving as the primary building block for client accounts. Investment activity centers on directly managed equity exposure and third-party allocations to alternative strategies that supplement core holdings. The firm does not identify as an active ESG investor and appears to operate a concentrated client base, allowing for relatively bespoke positioning and hands-on portfolio management at the size they manage.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices