STYRE WEALTH

Overview

Styre Wealth is an independent registered investment adviser structured as an LLC and operating since 2017. The firm serves a mix of individual and family clients alongside institutional relationships, providing financial planning, portfolio management for individuals and small businesses, and pension consulting services. In addition to advisory work, Styre Wealth acts as an insurance broker, integrating insurance solutions with its investment and planning work. Investment activity centers on equity exposure, with a clear preference for exchange-traded instruments as the primary vehicle for client portfolios. The firm charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements, allowing flexibility across planning engagements and smaller advisory mandates. Styre Wealth does not identify as an active ESG investor and does not present itself as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices