Scout Wealth Advisors LLC

Overview

Scout Wealth Advisors LLC is a recently formed limited liability company that registered with the SEC in 2025. The firm describes its primary activities as financial planning, portfolio management for individuals and small businesses, and pension consulting services, and it charges clients using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Ownership is split between a domestic entity and an individual. Scout identifies industry relationships with accountants, insurance companies, and real estate brokers. It does not position itself as an active ESG investor and is not set up as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices