GREATER WEALTH

Overview

Greater Wealth is a small, privately owned advisory firm that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and manages client assets primarily through separately managed account structures concentrated in exchange-traded equities. Greater Wealth does not position itself as an active ESG investor and its filings identify the business classification as unclassified with the owner listed as an individual. Investment activity centers on equity exposure as the core allocation, with third-party managers brought in for specific alternative exposures. The firm maintains relationships with another investment adviser and an accounting firm as industry affiliations, which supports its planning and reporting workflows. Capital allocation services are not a stated part of the offering.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices