Panoptic Global Wealth Management, LLC

Overview

Panoptic Global Wealth Management, LLC is a limited liability company focused on providing a range of financial services, including financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm operates with a fee structure that includes a percentage of assets under management (AUM) and hourly charges. While not classified as a capital allocator, Panoptic Global Wealth Management engages in managing client portfolios with a hands-on approach, tailoring strategies to meet individual client needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices