SRS Wealth Mangement

Overview

SRS Wealth Mangement operates as a limited liability company under individual ownership and combines brokerage and advisory activities. The firm functions as an insurance broker while also providing a range of advisory services including financial planning, pension-related consulting activities, selection of other advisers on behalf of clients, and client education through publications and workshops. It charges clients via a mix of percentage-of-AUM, fixed fees, and other fee arrangements. The firm is identified as a capital allocator, indicating it places client capital with external managers rather than limiting portfolios to in-house strategies. It is not positioned as an active ESG investor and is not registered to operate across multiple states. The adviser is not newly formed.

Investments & Alternatives