Janco Wealth Management

Overview

Janco Wealth Management is a boutique LLC that provides portfolio management to individuals and small businesses. The firm runs a concentrated, equity-first approach: exchange-traded equities make up the bulk of its invested assets, with mutual funds used selectively for diversified sleeves and cash-management or fixed-income exposure. Advisory work is split between discretionary and non-discretionary mandates, and the firm charges clients on a percentage-of-AUM basis while also offering hourly consulting. Janco is not positioned as an ESG-focused adviser, it does not operate across multiple states, and it does not present itself as a capital allocator or pension consultant. The client base is small and high-net-worth: the firm works directly with individual and family clients and provides hands-on portfolio management rather than institutional or large-scale product distribution. Given the average client and account sizes, the firm operates more like a private wealth manager than a mass-market RIA.

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Public Holdings

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Location & Offices