LONETREE WEALTH MANAGEMENT

Overview

Lonetree Wealth Management is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management and selection-of-other-advisers services. The firm operates as a capital allocator and shows a clear equity preference, implementing client strategies primarily through exchange-traded equities and separately managed accounts. Fee arrangements include both percentage-of-AUM and fixed-fee engagements, which supports a mix of traditional advisory relationships and project-based planning work. Investment activity centers on concentrated use of publicly traded equities for core exposures while supplementing portfolios with external managers for alternative exposures. The firm is not positioned as an ESG-focused investor and does not present itself as a multi-state or newly formed adviser. Advisory capabilities list retirement- and pension-related consulting among its services, but the client base is skewed toward individuals and families rather than institutional pensions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices