POPLAR GLOBAL WEALTH MANAGEMENT LLC

Overview

Poplar Global Wealth Management LLC is a small, adviser-led RIA that combines advisory work with broker-dealer activity. The firm focuses on portfolio management for individuals and small businesses and also provides pension consulting services. Its business model includes both percentage-of-AUM and fixed-fee billing, and the firm operates as a registered representative of a broker-dealer, which shapes the mix of products it offers and how it implements client solutions. Investment practice skews toward publicly traded equities and exchange-traded products as the primary portfolio building blocks. The firm does not position itself as an ESG-focused manager and appears to emphasize traditional diversification across equity exposure with complementary vehicles — including insurance products — to meet income, liability-matching and tax-planning goals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices