POPE WEALTH MANAGEMENT

Overview

Pope Wealth Management is an independent registered investment advisor operating as a limited liability company and run by an individual owner. The firm focuses on fee-based relationships billed as a percentage of assets under management and serves both high-net-worth individuals/families and select institutional or small-business clients. Its client-facing services center on financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Investment activity shows a clear tilt toward equities, with the firm preferring exchange-traded instruments as its primary means of market exposure. Pope Wealth Management does not position itself as a capital allocator or an active ESG investor and is not listed as a multi-state adviser. The firm combines discretionary management with traditional planning and uses third-party mutual funds and annuity products to fill gaps where they prefer pooled or insurance-based solutions.

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Public Holdings

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Location & Offices