Slight Edge Wealth Strategies, LLC

Overview

Slight Edge Wealth Strategies, LLC is a Florida-based limited liability company operating as an independent advisory and insurance practice. The firm is owned by an individual and is identified in FINTRX as a capital allocator. Its business mix includes insurance brokerage alongside advisory services: financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Fee arrangements cited include percentage of AUM, hourly charges, and fixed fees. FINTRX flags the firm as not active in ESG investing and not operating as a multi‑state adviser; it is also not listed as a pension consultant or related adviser.

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Location & Offices