LIMEHOUSE WEALTH MANAGEMENT LLC

Overview

Limehouse Wealth Management LLC is organized as an LLC that provides fee-based advice focused on individual and small-business clients. The firm lists financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers among its core activities. It identifies itself as a capital allocator, which indicates a practice of directing client capital to third‑party managers or external investment solutions in addition to managing assets directly. The firm has an affiliation with an insurance company, so insurance-wrapped solutions (life, annuities, or other insurance-based products) are likely available as part of its planning and implementation toolbox. Fee arrangements are flexible: the firm uses a percentage-of-AUM model and also charges hourly and fixed fees, which supports both ongoing portfolio relationships and project-based engagements. Limehouse is not an active ESG investor according to the registration details provided. Although pension consulting is listed among its services, the firm is not designated as a pension consultant in the registration summary, suggesting that retirement plan work may be delivered through referral relationships or as a component of broader advisory engagements rather than through a dedicated, registered pension-consulting practice.

Assets & Accounts

Location & Offices