PALOS WEALTH ADVISORS, LLC

Overview

Palos Wealth Advisors, LLC is a small, owner-operated advisory firm that manages investment portfolios for individuals and families, with a stated focus on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and runs predominantly discretionary strategies, leaving most day-to-day investment decisions to its advisers. Investment activity shows a clear preference for equity exposure, with exchange-traded equities forming the largest single asset sleeve. The firm is affiliated with a law practice in its business activities, which may influence its client mix and planning work. Palos Wealth Advisors does not position itself as a capital allocator or a multi-state advisory platform, and it does not identify as an active ESG investor on its filings. Custody and execution are centralized through a national custodian, which supports the firm’s model of separately managed accounts and liquid public-market exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices