Scenic Wealth Management, LLC

Overview

Scenic Wealth Management, LLC is a small, fee-based registered investment adviser that concentrates on discretionary portfolio management for individual, family and small business clients. The firm’s stated investment preference is equities: it allocates the bulk of client capital to exchange-traded equities and uses a mix of separately managed account techniques and pooled mutual fund exposure to implement portfolios. Scenic does not identify as an active ESG investor and is not positioned as a capital allocator to external private fund managers. Service delivery is geared toward a high-touch model for a limited client base—the adviser manages full discretionary relationships and designs portfolios around equity exposure as a core allocation. Its business and custody footprint suggests a traditional RIA operating model that relies on major custodians for trade execution, reporting and asset safekeeping.

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Public Holdings

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Location & Offices