PI Wealth Plan LLC

Overview

PI Wealth Plan LLC is an independent registered investment adviser organized as an LLC that focuses on serving individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. It bills clients on a fixed-fee basis and identifies itself as a capital allocator, meaning it sources and places capital with third‑party managers in addition to managing listed market exposures directly. The firm reports being an active ESG investor, which suggests environmental, social, or governance factors play a role in either security selection or manager due diligence. PI Wealth Plan is not multi‑state registered as an adviser and does not present itself as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives