RICHMARK PRIVATE WEALTH MANAGEMENT

Overview

Richmark Private Wealth Management is an independent, owner-operated RIA organized as an LLC that manages personalized wealth for individuals, families and a limited institutional base. The firm operates as a capital allocator: it runs discretionary portfolios itself while selecting and implementing third-party advisers and strategies where appropriate. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers and subadvisors when client objectives call for specialty exposure. Investment activity is concentrated in public market vehicles, with a clear preference for pooled mutual funds and similar public fund structures. The firm charges a mix of fee types—percentage of AUM, hourly and fixed fees—allowing flexibility for different client relationships. Richmark does not identify as an active ESG investor, and it does not report multistate adviser registration or pension consulting activity.

Assets & Accounts

Investments & Alternatives

Location & Offices