Incred Wealth Inc.

Overview

Incred Wealth Inc. is a corporation that serves as a capital allocator and adviser across individual, small-business, and institutional client types. The firm’s advisory mandate includes portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers, indicating a role that combines direct portfolio oversight with manager-sourcing responsibilities. Compensation is structured at least in part as a percentage of assets under management, with other fee arrangements also used. The firm is not positioned as an ESG-focused investor and does not identify as a multi-state adviser. Its reported industry affiliations include broker‑dealer activity, registration as an investment adviser outside of the primary firm entity, and roles as sponsor, general partner, or managing member of pooled investment vehicles — suggesting the firm can both appoint external managers and originate or manage pooled investment structures.

Investments & Alternatives