INNERWORKS WEALTH MANAGEMENT

Overview

Innerworks Wealth Management is a small, individually owned limited liability company that provides financial planning and portfolio management for individuals and small businesses. The firm also offers manager selection services, acting as a capital allocator to third-party advisers and funds rather than exclusively managing all strategies in house. Fee arrangements include both a percentage-of-assets model and fixed-fee engagements. Innerworks identifies as an active ESG investor and maintains an affiliation with the real estate brokerage industry, suggesting an interest in real estate-related opportunities alongside more traditional advisory work. The adviser reports a single-office, single-state footprint rather than a multi-state practice.

Assets & Accounts

Investments & Alternatives