SHE Wealth Advisors LLC

Overview

SHE Wealth Advisors LLC is a small, LLC-structured advisory practice focused on individual and family clients. Ownership is held by an individual, and the firm describes itself as a capital allocator that mixes discretionary portfolio management with selection of outside managers. Its advisory services extend beyond portfolio management to include publication of periodicals or newsletters and delivery of educational seminars and workshops. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. The firm identifies as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices