LASER WEALTH MANAGEMENT, LC

Overview

Laser Wealth Management, Lc is organized as a limited liability company with individual ownership. The firm presents itself primarily as a capital allocator and adviser focused on financial planning, selecting other advisers for clients, and running educational seminars or workshops. Its fee model includes hourly charges, fixed fees and other (unspecified) arrangements rather than a standard percentage-of-assets advisory fee. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser. Industry connections noted in the data include affiliations with an accountant and an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices