Polley Wealth Management LLC

RIASEC Registered

Total AUM

$21.3M

Discretionary

$19.6M

92% of AUM

Avg account

$201K

Accounts

106

Employees

Advisory reps

Firm details

Headquarters: Orlando, Florida
CRD number: 305143
Website: polleywealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
Client types: HNWI62.44%
Individuals27.7%
Corporations / Businesses9.86%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Polley Wealth Management LLC is an independent registered investment adviser operating as an LLC and focused on individual and family clients. The firm provides fee-based financial planning and discretionary portfolio management for individuals and small businesses, and it also runs educational seminars and workshops. Its fee arrangements are flexible and include asset-based fees, hourly billing, subscription plans, and fixed-fee engagements. Polley is not positioned as a capital allocator and does not describe itself as an active ESG investor. The firm lists an insurance company among its industry affiliations.