LAUNCH WEALTH

Overview

Launch Wealth is an independent registered investment adviser operating as a limited liability company that focuses on serving individuals and families. The firm combines financial planning with discretionary portfolio management for individuals and small businesses and offers pension consulting services. Its stated fee model is a mix of percentage-of-assets and fixed fees, which fits a client base that ranges from modest net worth households to larger individual relationships. Investment activity centers on public funds and mutual funds as the primary building blocks for client portfolios, supplemented by an allocation to real estate as an alternative exposure. Launch Wealth is not listed as an active ESG investor and is structured as a single-state adviser rather than a multi-state practice. The firm does not position itself as a capital allocator to other advisory firms; instead, it appears to construct client portfolios using third-party mutual funds and select alternative real estate vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices