SLIGHT EDGE WEALTH STRATEGIES, LLC

Overview

Slight Edge Wealth Strategies, LLC is organized as a limited liability company owned by an individual and operates as a capital allocator and investment adviser. The firm combines insurance brokerage with advisory services, offering financial planning and portfolio management for individuals and small businesses. Part of its advisory remit is the selection of other advisers, indicating the firm can place client assets with third‑party managers or subadvisers rather than relying solely on in‑house strategies. Fee arrangements are flexible: the practice uses asset‑based fees alongside fixed fees and hourly billing depending on the engagement. The adviser does not describe itself as an ESG investor, and it is not identified as a multi‑state or newly formed adviser. It does not list pension consulting or related‑adviser activity.

Assets & Accounts

Investments & Alternatives