RHODO WEALTH MANAGEMENT LLC

Overview

Rhodo Wealth Management LLC is an independent registered investment adviser structured as a limited liability company that focuses on individual and family clients, along with a subset of small business relationships. The firm offers financial planning and discretionary portfolio management, charging a mix of asset-based fees and fixed fees. Its investment posture is equity‑centric: the adviser implements most client strategies with publicly traded equities and exchange‑traded products, supplemented by mutual fund sleeves and selective third‑party alternative managers. Rhodo does not position itself as a capital allocator or multi‑state pension consultant, and it does not identify as an active ESG investor. Implementation appears tilted toward separately managed account (SMA) style solutions and exchange‑traded instruments that provide liquid, transparent exposures for core portfolios, with additives — when appropriate — from external hedge fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices