LI WEALTH MANAGEMENT INC

Overview

LI Wealth Management Inc is a small, independent registered investment adviser serving individual and family clients with a mix of financial planning and discretionary portfolio management. The firm combines percentage-of-AUM billing with hourly and fixed-fee engagements and runs educational seminars and workshops as part of its client-facing activities. Its advisory mandate is focused on liquid, equity-oriented portfolios — the ADV shows a clear preference for exchange-traded equities and mutual funds rather than private funds or structured alternatives. LI Wealth Management Inc lists an accounting professional affiliation, which suggests coordination with tax and accounting resources for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices