Maris Wealth Management LLC

Overview

Maris Wealth Management LLC is a small, independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management and pension consulting services. The firm operates as a limited liability company owned by an individual and lists accounting among its business activities, which suggests tax-aware planning and coordination between investment advice and tax recordkeeping. Investment activity is concentrated and hands-on: the firm manages a modest pool of assets and uses discretionary authority across client accounts. Fee arrangements are flexible and include percentage-of-AUM fees alongside hourly, subscription and fixed-fee options, indicating a willingness to deliver both ongoing portfolio management and project-based planning work. The firm does not flag itself as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices