Softwealth

Overview

Softwealth is a small, independent registered investment adviser organized as an LLC that serves individual and family clients on a fee-for-assets basis. The firm acts as a capital allocator and provides core advisory services that include financial planning, discretionary portfolio management for individuals and small businesses, and selection of outside advisers. Investment positioning is equity-centric: the firm's reported SMA assets are entirely in exchange-traded equities, and equities are identified as the firm's preferred asset class. Softwealth operates a concentrated, high-touch model — most client relationships are managed on a discretionary basis and the adviser appears to use separately managed or wrap-style equity solutions as its primary portfolio vehicle. The firm is not an ESG specialist and does not describe itself as a multi-state adviser or pension consultant in filing details provided.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices