ORGANIC WEALTH, LLC

Overview

Organic Wealth, LLC is a small, independent registered investment advisor that focuses on direct portfolio management and financial planning for individuals, families and small institutions. The firm operates as a capital allocator: it manages discretionary equity portfolios while also selecting outside managers when appropriate and delivering educational workshops. Its advisory services extend to financial planning, portfolio management for individuals and small businesses, pension consulting-related work and advising on the selection of other advisers. Investment preference at the firm tilts heavily toward publicly traded equities, with a clear equity-first approach in portfolio construction. Organic Wealth uses a mix of fee models — percentage of assets under management, hourly billing and fixed fees — which supports both ongoing advisory relationships and project-based work such as plan design or manager selection. The adviser is not positioned as an active ESG investor.

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Public Holdings

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Location & Offices