Panoptic Global Wealth Management, LLC

Overview

Panoptic Global Wealth Management, LLC is an individually owned limited liability company that provides fee-based advisory services to individuals and small businesses. Its registered activities include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges clients on a percentage-of-assets basis and also offers hourly billing for certain services. According to its filings it is not structured as a capital allocator and it does not identify as an active ESG investor or a multi-state adviser. The firm appears to operate as a small, boutique advisory practice rather than a multi-office national platform. Its regulatory classification is listed as unclassified and it is not newly formed.

Assets & Accounts

Investments & Alternatives

Location & Offices