MULLOOLY WEALTH PLANNING LLC

Overview

Mullooly Wealth Planning LLC is a small, owner-operated independent registered investment adviser focused on clients who are individuals and families. The firm blends financial planning with discretionary portfolio management, handling both household and small-business relationships and offering pension consulting and educational workshops. Fee arrangements are flexible and include a percentage-of-assets component alongside hourly and fixed-fee engagements. Investment posture is equity-biased: the firm favors exchange-traded equities and ETFs as the main building blocks of client portfolios. It is not positioned as an ESG-focused manager and does not act as a capital allocator to third-party alternative fund managers. Given its scale and client mix, the firm appears to emphasize liquid, readily tradable instruments and model-driven or customized equity allocations rather than complex alternatives or large institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices