MUSIC ROW WEALTH MANAGEMENT

Overview

Music Row Wealth Management is an independent registered investment adviser organized as a limited liability company and operating since 2017. The firm serves individual and family clients and positions itself as a capital allocator that combines fee-based portfolio management with financial planning. Its advisory scope includes portfolio management for individuals and small businesses, portfolio management for institutional/business clients, pension consulting services, and the selection of third-party advisers. Fee arrangements use both a percentage-of-assets model and fixed fees. Investment activity shows a clear preference for equities as the core allocation, with exchange-traded equities representing the largest single asset class on the firm’s books. The firm is not an active ESG investor and does not identify as a multi-state adviser. In addition to managing discretionary portfolios, Music Row Wealth Management also acts in sponsor or general partner roles for pooled investment vehicles and engages outside managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices