P3 WEALTH MANAGEMENT

Overview

P3 Wealth Management is an independent, owner-operated registered investment adviser that serves individuals, families and small businesses, with some institutional relationships. The firm’s advisory services center on financial planning and portfolio management for individual and small-business clients, delivered through a mix of percentage-of-AUM, hourly and fixed-fee arrangements. P3 identifies as an active ESG investor, integrating environmental, social and governance considerations into its investment selection process. Investment implementation is heavily fund-driven: public funds and mutual funds form the core of client portfolios, while the firm supplements core exposure with corporate debt and a range of alternative strategies. P3 lists accountant and insurance-company affiliations, which suggests referral and service relationships that support tax, insurance planning and broader wealth-management needs. The firm is not set up as a capital allocator and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices