NYE WEALTH MANAGEMENT LLC

Overview

NYE Wealth Management LLC is an independent, owner-operated registered investment adviser structured as an LLC. The firm focuses on individual and family clients, offering fee-based financial planning and discretionary portfolio management alongside selection of other advisers and educational workshops. NYE acts as a capital allocator for client portfolios, blending third-party manager relationships with proprietary advice rather than operating as a multi-state or institutional pension consultant. NYE does not position itself as an active ESG investor. The firm’s client engagement model uses a mix of percentage-of-AUM and fixed-fee arrangements, supporting clients who want ongoing portfolio oversight and those who seek project-based planning. Services emphasize tailored portfolio construction for individuals and small businesses, with the firm retaining discretion over assets under management for its client base.

Assets & Accounts

Investments & Alternatives

Location & Offices