Raimond Wealth Management LLC

Overview

Raimond Wealth Management LLC is an independent registered investment adviser focused on advising individuals and families, with a particular emphasis on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees and manages client relationships on a discretionary basis. Its filings indicate a clear preference for liquid equity exposure as the central building block of client portfolios and no active engagement in ESG-labeled investing. The adviser does not present itself as a capital allocator or multi-state adviser and does not report pension consulting or related-adviser activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices