TABLEAUX WEALTH

Overview

Tableaux Wealth is an independent registered investment adviser that focuses on financial planning and portfolio management for individual and family clients. Registered in 2024, the firm is owner-operated and offers a mix of advisory billing arrangements — percentage-of-AUM, hourly fees and fixed fees — allowing flexibility for clients with differing needs. Investment activity shows a strong bias toward exchange-traded equities as core holdings, supported by mutual funds for diversified exposures and select allocations to alternative strategies for diversification and return enhancement. The firm manages predominantly discretionary mandates, indicating it implements investment decisions for clients rather than acting only in an advisory capacity. Tableaux Wealth does not position itself as an ESG-focused manager and uses conventional portfolio construction practices with supplemental access to alternative managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices