STAHL WEALTH MANAGEMENT, LLC

Overview

Stahl Wealth Management, LLC is an independent registered investment adviser structured as a limited liability company that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm runs a predominantly equity-oriented strategy, using exchange-traded equities and ETFs as the core of client portfolios and layering in active and manager-driven sleeves where appropriate. Fee arrangements include percentage-of-AUM billing as well as hourly and other fee models, and the firm operates primarily on a discretionary basis for the bulk of client assets. While equities are the primary allocation preference, the firm supplements core exposures with third-party alternative managers — notably hedge funds, real estate strategies and REITs — plus traditional fixed-income and pooled fund vehicles. Stahl Wealth Management does not position itself as a multi-state or ESG-focused manager, and it does not present as a capital allocator; instead it deploys outside managers and mutual fund strategies alongside its separately managed account work.

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