PEMBROKE WEALTH MANAGEMENT, LLC

Overview

Pembroke Wealth Management, LLC is a small, privately owned advisory firm that focuses on portfolio management for individual and family clients and small businesses. The firm tilts heavily toward publicly traded equities as the primary method for implementing client portfolios, while also using mutual funds and corporate debt to fill fixed income and specialty exposures. Fee arrangements are flexible and include a percentage of assets under management, hourly billing, and fixed fees. All client relationships are handled as non‑discretionary, which indicates the firm generally provides advice and recommendations while clients retain final trading authority. Pembroke does not identify as an active ESG investor, is not structured as a multi‑state adviser, and does not act as a capital allocator or pension consultant. As a limited liability company owned by an individual, the firm’s investment approach reflects a boutique, consultative model rather than a scaled institutional platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices