Graham Wealth Management LLC

Overview

Graham Wealth Management LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients (and small-business owners) with financial planning and portfolio management. Its fee model combines an asset-based charge and hourly billing. The adviser does not position itself as an ESG-focused manager, is not set up as a multi-state or pension consulting practice, and does not identify as a capital allocator or as a related adviser to other firms.

Assets & Accounts

Public Holdings

Investments & Alternatives