Java Wealth Planning

Overview

Java Wealth Planning is a small, owner-operated independent RIA structured as a limited liability company that serves individual and family clients. The firm operates on a fixed-fee model and delivers financial planning, portfolio management for individuals and small businesses, pension consulting support and client education through seminars and workshops. Investment activity is run on a discretionary basis and is concentrated in pooled public vehicles—primarily mutual funds and other public fund products—rather than direct stock-picking or extensive use of third-party alternative fund managers. Java Wealth Planning is not positioned as a capital allocator, does not market itself as an ESG investor, and does not report multistate advisory registration in its filing.

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Location & Offices