RINCON WEALTH MANAGEMENT

Overview

Rincon Wealth Management is a small, client-focused RIA that concentrates on fee-based wealth management and financial planning for individuals and families. The firm operates as an insurance broker in addition to providing portfolio management services, including management of pooled investment vehicles and the selection of outside advisers. Its business model blends advisory discretionary management with fixed-fee and percentage-of-AUM pricing, and it serves primarily individual and family clients rather than institutional pensions or broad multi-state retail channels. Investment activity emphasizes packaged, professionally managed public funds as the core building blocks of client portfolios, with a meaningful allocation to private equity through third-party fund managers for clients seeking illiquid, return-enhancing exposure. The firm is not an active ESG investor and is structured as an individual-owned limited liability company, positioning itself as a capital allocator that can also sponsor or manage pooled vehicles when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices