PERSONAL WEALTH ADVISORY, LLC

Overview

Personal Wealth Advisory, LLC operates as a small, independent registered investment adviser focused on individual and family clients. The firm positions itself around financial planning and education, delivering services through hourly and fixed-fee engagements rather than relying on asset-based billing. That fee model, together with its role as a registered representative of a broker-dealer and as an insurance broker, indicates a practice built around advice and product placement (insurance and annuities) as well as client education. Investment activity centers on using third-party managers and packaged products rather than acting as a large capital allocator. The firm is not an ESG investor and does not present as a multi-state or pension-focused adviser. Its business mix emphasizes planning and workshops alongside brokerage and insurance distribution, which shapes how portfolios are constructed and how alternative exposures are accessed.

Assets & Accounts

Investments & Alternatives

Location & Offices