PIRA WEALTH MANAGEMENT

Overview

Pira Wealth Management is a small, independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management. The firm operates on a fee model that includes percentage-of-AUM fees and fixed fees, and positions itself to manage concentrated equity exposures rather than multi-asset institutional mandates. Its stated advisory activities focus on personal financial planning and ongoing portfolio oversight for individuals and small businesses. Investment preferences skew heavily to publicly traded equities and exchange-traded vehicles, suggesting an equity-first allocation approach for most client relationships. The firm is not flagged as an active ESG investor and does not present as a multi-state adviser. Given its size and client base, Pira Wealth Management appears to run personalized portfolios with an emphasis on liquid, exchange-traded instruments while selectively using third-party managers for alternatives exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices