Scope Wealth Management

Overview

Scope Wealth Management is a small, independent RIA organized as an LLC that focuses on financial planning and portfolio management for individuals and small-business owners. The firm manages assets on a discretionary basis and favors liquid equity exposure, using exchange-traded equities as its primary vehicle. Its client base is concentrated and fee arrangements include percentage-of-AUM, hourly charges and fixed fees, which suits a mix of ongoing advisory relationships and project-based planning work. Scope is not positioned as a multi-state adviser or pension consultant and does not identify as an active ESG investor. The firm’s operating profile is consistent with a compact advisory shop: an individual-owner structure, hands-on portfolio management, and direct use of third-party custodians. Given the size and client count, the advisor likely emphasizes tailored, high-touch relationships rather than large institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices