Incred Wealth Inc.

Overview

Incred Wealth Inc. is a corporate advisory firm that functions as a capital allocator and provides discretionary portfolio management across multiple client types. The firm lists portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers among its advisory activities, indicating it both manages assets directly and sources third‑party managers for clients. It is not designated as an active ESG investor, is not registered as a multistate adviser, and does not identify itself as a pension consultant. The firm’s fee model includes a percentage-of-AUM component alongside other fee arrangements. Industry affiliations include broker-dealer activity, operation as an investment adviser beyond this entity, and roles as sponsor, general partner, or managing member for pooled investment vehicles, suggesting the firm can run or sponsor pooled funds in addition to allocating to external managers.

Assets & Accounts

Investments & Alternatives