SARANAP WEALTH ADVISORS

Overview

Saranap Wealth Advisors is an independent registered investment adviser operating as a limited liability company and run by an individual owner. The firm serves both individual and family clients as well as institutional relationships, delivering financial planning, portfolio management for individuals and small businesses, and manager selection services. Saranap positions itself as a capital allocator that builds client portfolios primarily with pooled public funds and selectively supplements those core holdings with third‑party alternative managers. Investment activity centers on managed mutual fund strategies as the primary building blocks for equity and fixed‑income exposure, with the firm allocating to external managers for hedge fund, real estate and commodity exposures. Saranap charges clients via a percentage of AUM and through fixed fees. The firm is not an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices