Open Wealth Network

Overview

Open Wealth Network is an independent registered investment adviser organized as a limited liability company that focuses on individual and family clients. The firm operates as a capital allocator and combines financial planning with portfolio management, pension consulting and selection of outside advisers. Its compensation model mixes percentage-of-assets fees with hourly and fixed-fee engagements, which supports both ongoing wealth management relationships and project-based planning work. Investment activity centers on pooled public funds for core market exposure while supplementing portfolios with third-party alternative real estate allocations and insurance-based products. The firm operates primarily on a discretionary basis, handling day-to-day portfolio implementation for most clients, and leans on outside managers and fund vehicles where specialized exposure or implementation efficiency is required.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices