KEDZIOR WEALTH MANAGEMENT LLC

Overview

Kedzior Wealth Management LLC is an independent, owner-operated registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small businesses, with some institutional clients. The firm operates on a fee model that combines a percentage of assets under management and fixed fees, and runs wholly discretionary mandates across its client base. Investment activity is tilted toward public equities—both individual listed stocks and exchange-traded funds—while the firm also allocates to a range of third-party alternative managers for private market exposure. Manager allocation interest centers on private markets and hedge strategies. The firm uses outside managers for private equity, venture capital, real estate funds and private placements, alongside hedge fund exposures. That mix suggests a willingness to blend liquid equity exposure for core beta with illiquid strategies to seek return enhancement and diversification for higher-net-worth and institutional accounts. Custodial relationships with Charles Schwab & Co., Inc. and Fortis Bank point to a model where listed securities and ETF sleeves are executed and held at major custodians while alternatives are accessed through fund vehicles and third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices