Great Wealth Investments

Overview

Great Wealth Investments is an independent, owner-controlled limited liability company that offers advisory services to individual and family clients. The firm charges both a percentage of assets under management and fixed fees, and lists financial planning along with portfolio management for individuals, small businesses, and other business or institutional clients among its primary services. It does not identify itself as an active ESG investor and is not marked as a multi-state adviser in the profile. An industry affiliation with an insurance company is also noted.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices