Locus Wealth Management

Overview

Locus Wealth Management is a small, individual-owned advisory firm focused on financial planning and portfolio management for individuals and small businesses. The firm shows a clear preference for equities, allocating the majority of client assets to exchange-traded equities and ETFs, and reports active integration of environmental, social and governance (ESG) criteria into its investment process. Fee arrangements are flexible and include a percentage-of-AUM component alongside options for hourly and fixed fees, which aligns with a boutique advisory model that combines ongoing asset management with one-off planning work. Investment activity centers on equity exposure as the primary engine for client portfolios, with manager allocation decisions appearing to favor liquid public markets rather than private funds. Given the firm’s size and client focus, its approach looks suited to cost-effective, ETF- and mutual-fund-driven portfolios with an ESG tilt rather than capital-intensive alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices