Sartorial Wealth Inc.

Overview

Sartorial Wealth Inc. is an independent registered investment adviser set up in 2024 and owned by an individual. The firm serves both individuals and families as well as institutional clients, operating primarily as a fee-based advisory business that charges a percentage of assets under management and also offers fixed-fee arrangements. Advisory services center on financial planning and discretionary portfolio management for individuals, small businesses and institutions. Investment activity is tilted toward public equities, with a clear preference for exchange-traded products managed in separate account formats. The firm is not an in-house capital allocator or pension consultant; instead it relies on external managers for any non-public exposures. Sartorial Wealth is not identified as an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices