SRS Wealth Mangement

Overview

SRS Wealth Management is organized as a limited liability company and is owned by an individual. The firm operates with a mix of advisory and insurance-broker activities: it provides financial planning, runs educational seminars and publishes periodicals or newsletters, and lists selection of other advisers among its services. The firm also includes pension consulting in its stated advisory activities, although it is not identified as a pension consultant in its classification flags. Its fee menu includes percentage-of-AUM billing alongside fixed fees and other fee arrangements. The firm is flagged as a capital allocator, and it does not describe itself as an active ESG investor. It is not listed as a multi-state adviser and is not newly formed or part of a related-adviser structure.

Investments & Alternatives

Location & Offices