Oswego Private Wealth Management

Overview

Oswego Private Wealth Management is an independent RIA organized as an LLC and owned by an individual. The firm acts as a capital allocator for private clients and combines fee models tied to assets under management with fixed-fee engagements. Its advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients, plus the selection of third-party advisers. Oswego reports that it does not pursue ESG investing and is not registered as a multistate or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices