Locus Wealth Management

Overview

Locus Wealth Management is a Pennsylvania-based independent advisory firm organized as a limited liability company that focuses on individuals and families. The advisor offers financial planning and portfolio management for individuals and small business owners, and charges clients through a mix of AUM-based fees, hourly billing, and fixed fees. The firm identifies as an active ESG investor and is owned by an individual principal. It does not position itself as a capital allocator or pension consultant and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices