MONEYPRO WEALTH MANAGEMENT, LLC

Overview

Moneypro Wealth Management, LLC operates as a small, independent registered investment adviser organized as an LLC and structured to serve individual and family clients. The firm combines financial planning with portfolio management for individuals, small businesses and institutions, and supplements adviser-led services with educational seminars and insurance brokerage. Fee arrangements are a mix of percentage-of-AUM, hourly and fixed fees. Investment positioning tilts toward fixed income: the largest single exposure reported is U.S. government bonds, reflecting a conservative income-oriented allocation for many client portfolios. The firm is not an active ESG investor and does not present itself as a multi-state adviser or a capital allocator. Manager relationships appear focused and selective—Moneypro uses third-party managers for alternative exposure (real estate) and leans on mutual funds and annuity solutions where appropriate to meet client needs.

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Location & Offices