Taibay Wealth Management LLC

Overview

Taibay Wealth Management LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm offers financial planning and portfolio management for individuals and small businesses and also operates as an insurance broker. Its fee arrangements include both a percentage-of-assets model and fixed fees. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and is described as owned by an individual. Taibay’s positioning appears focused on wealth management for mass-affluent to lower-high-net-worth households rather than institutional capital allocation. The firm’s regulatory filing indicates standard retail advisory services rather than pension consulting or related-adviser structures.

Assets & Accounts

Public Holdings

Investments & Alternatives