PIANO WEALTH MANAGEMENT

Overview

Piano Wealth Management is an independent registered investment adviser that focuses on fee-based financial planning and discretionary portfolio management for individuals, families and small businesses. The firm shows a clear preference for equity-centric portfolios, with exchange-traded equities making up the bulk of investable assets. Its business model is flexible on fees (percentage of AUM, hourly and fixed-fee arrangements) and it uses third‑party managers for alternative exposures rather than acting as a direct capital allocator. The firm’s practice appears geared toward active portfolio construction and tax- and cost-conscious execution. Custody with Interactive Brokers, heavy use of separately managed account structures and an emphasis on exchange-traded vehicles suggest a trading- and execution-oriented approach that can implement both single-name equity positions and broad ETF sleeves. Piano Wealth Management is not positioned as an ESG-driven adviser and does not identify as a multi-state advisory network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices