Tailored Wealth, LLC

Overview

Tailored Wealth, LLC is a privately held limited liability company that provides advisory services to individuals and small businesses. The firm’s stated activities include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers, indicating it can both manage client portfolios directly and engage or supervise third-party managers. Tailored Wealth charges fees on a percentage-of-assets-under-management basis and may also use fixed-fee arrangements. The firm is identified as a capital allocator, which suggests it places client capital across multiple managers or investment vehicles rather than limiting itself to a single proprietary solution. It does not characterize itself as an active ESG investor, and the record indicates it is not a multistate adviser. Several administrative fields (for example, SEC registration year and detailed client segmentation) are not provided in the available source.