Raven Wealth Advisors

Overview

Raven Wealth Advisors is organized as a limited liability company controlled by an individual owner. The firm positions itself as a small advisory practice focused on direct client work rather than large-scale capital allocation. Offered services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and investor education through seminars and workshops. Compensation options include percentage-of-AUM arrangements alongside hourly and fixed-fee engagements. Regulatory and operational classifications are minimal in the available data: the adviser is not listed as a multi-state or newly formed adviser, is not identified as an active ESG investor, and does not appear to act as a pension consultant or related adviser. The firm’s industry affiliation is recorded as Other Investment Adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices