ISLER WEALTH MANAGEMENT, LLC

Overview

Isler Wealth Management, LLC is a small, fee-based registered investment adviser that manages portfolios primarily for individual and family clients. The firm operates as an LLC under individual ownership and positions itself as a capital allocator: it constructs portfolios, manages discretionary mandates and selects third‑party advisers when needed. Its advisory services include portfolio management for individuals and small businesses, pension consulting and manager selection. Investment emphasis is on public funds and mutual funds as the core building block of client portfolios, supplemented by allocations to real estate through external managers. The firm does not identify as an active ESG investor and appears focused on conventional wealth-management solutions delivered through discretionary relationships and adviser-sourced alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices