RISING TIDE WEALTH ADVISORY SOLUTIONS LLC

Overview

Rising Tide Wealth Advisory Solutions LLC is an independent registered investment adviser structured as a limited liability company that serves both individual/family clients and institutional accounts. The firm runs a hybrid fee model — percentage of AUM, hourly, subscription and fixed fees — and provides a broad set of advisory services including financial planning, portfolio management for individuals and businesses, pension consulting, publication of periodicals and educational seminars. The firm identifies as an active ESG investor, which shapes manager selection and fund choices across equity and fixed-income allocations. Investment activity centers on pooled public vehicles rather than large blocks of directly held individual stocks. That allocation approach supports scalable portfolio management for a small client base and enables flexibility across active and passive mutual fund sleeves. Manager allocation interest includes traditional equity and fixed-income funds with an ESG lens, while the firm also makes allocations to real estate-focused alternative managers to add diversification and income-producing exposure.

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Location & Offices