Migration Wealth Management, LLC

Overview

Migration Wealth Management, LLC is an independent RIA focused on financial planning and discretionary portfolio management for individuals, families and small-business owners. The firm’s advisory model centers on fee-based relationships — charging a percentage of assets under management while also offering hourly and fixed-fee engagement options — and it runs portfolios largely on a discretionary basis. Investment activity is concentrated in publicly available pooled vehicles, with the firm allocating the bulk of client assets to mutual funds and other public funds, while supplementing core exposures with allocations to third‑party hedge fund and real estate managers for diversification and return enhancement. The firm’s client mix and product choices indicate a traditional wealth management approach: a mutual-fund-driven core for broad market exposure and liquidity, and selected alternative sleeves to access strategies not replicated by long-only mutual funds. Migration Wealth Management does not position itself as an ESG or pension-focused advisor and is structured as a single-owner LLC serving a regional client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices