MANAGED WEALTH ADVANTAGE, LLC

Overview

Managed Wealth Advantage, LLC is an individual-owned limited liability company that operates at the intersection of insurance distribution and financial planning. The firm lists insurance brokerage as a core business activity and provides financial planning and selection-of-other-advisers services rather than emphasizing in-house discretionary portfolio management. It identifies as a capital allocator and charges fixed fees (and other fee arrangements), but it does not position itself as an active ESG investor. The adviser is single-state in scope and is classified as unclassified in the available data.

Assets & Accounts

Investments & Alternatives

Location & Offices