POLLUX WEALTH MANAGEMENT

Overview

Pollux Wealth Management is an independent, owner-operated registered investment advisor that serves individual, family and institutional clients. The firm focuses on fee-based portfolio management and financial planning, operating across discretionary accounts and pooled investment vehicles. Equity exposure is a central element of its approach—non-exchange-traded equities are the single largest asset type identified—and the firm mixes separately managed account strategies with mutual funds and direct real asset investments. Pollux does not market itself as an ESG-focused manager. Their advisory mix includes percentage-of-AUM and fixed-fee arrangements, and the firm acts as sponsor and managing member for pooled vehicles, indicating an active role in structuring and operating at least one private fund. That operational involvement steers part of the firm’s capital toward private real estate and private equity allocations while keeping liquid equity positions through SMA and mutual fund sleeves.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices