Magister Wealth

Overview

Magister Wealth is a small, independent registered investment adviser that serves individuals and families. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and focuses on financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. The business is owner-operated and not structured as a capital allocator or multi-state adviser; it does not position itself as an ESG investor or pension consultant. Investment activity is heavily equity oriented. Filings show a pronounced preference for exchange-traded equities as the dominant exposure, and portfolio construction appears built around liquid, publicly listed instruments rather than private direct investments managed in-house. The firm also uses third‑party managers for alternative exposure (notably hedge funds) and employs mutual funds and corporate debt in client portfolios where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices