REPLICA WEALTH ADVISORS INC

Overview

Replica Wealth Advisors Inc. is an independent, individual-owned registered investment adviser that serves primarily individual and family clients. The firm operates as a capital allocator, advising on financial planning and selecting outside managers while also offering educational seminars and workshops. Brokerage and insurance activities are part of the business model — the firm is listed as an insurance broker in its activity profile. Fee arrangements include fixed-fee and other structures rather than asset-based-only pricing. Replica Wealth Advisors is not identified as an active ESG investor and does not report multi-state adviser status. Its advisory scope emphasizes working with third-party managers and implementing externally managed solutions for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives