Greater Works Wealth

Overview

Greater Works Wealth is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients with a mix of financial planning and portfolio management for individuals and small businesses. Its business model combines percentage-of-AUM billing with hourly and fixed fees, and the firm acts as a capital allocator that uses third-party managers when appropriate. Investment activity centers on equities: the ADV shows a clear preference for exchange-traded equities and ETFs, which make up the bulk of client assets. The firm also offers selection of other advisers as part of its service mix, and provides financial planning and portfolio-oriented advice rather than acting as a multi-state or pension-focused consultant. Greater Works Wealth does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

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Location & Offices