Soaring Wealth LLC

Overview

Soaring Wealth LLC is a small, independent registered investment adviser that focuses on individual and family clients. The firm combines financial planning with discretionary portfolio management and the selection of outside advisers, positioning itself as a capital allocator for clients who need a mix of in-house management and third-party solutions. Fee arrangements include a percentage of assets under management along with hourly and fixed-fee options, which suggests they work with both ongoing advisory relationships and project-based planning engagements. Investment activity is centered on public funds and mutual funds, which make up the vast majority of client assets. Soaring Wealth LLC does not identify as an ESG-focused manager and is not set up as a multi-state adviser. The adviser’s practice model is lean and service-oriented: personalized planning and portfolio oversight for a relatively small client base, with the option to bring in external managers where specialized exposure is needed.

Assets & Accounts

Investments & Alternatives

Location & Offices