Promenade Wealth

Overview

Promenade Wealth is an independent, individual-owned registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small business owners. The firm charges a percentage-of-AUM fee schedule and also offers hourly consulting arrangements. Its practice emphasizes pooled public funds—chiefly mutual funds—as the primary vehicle for delivering diversified exposure, supplemented by targeted alternative real estate allocations placed with third-party managers. Promenade Wealth reports fully discretionary management across its book, indicating the firm implements and rebalances portfolios on clients’ behalf rather than operating primarily as a financial planning-only practice. The firm does not position itself as an ESG specialist and does not present as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices