Tenacity Private Wealth

Overview

Tenacity Private Wealth is a small, independent RIA structured as an LLC that serves individual and family clients. The firm combines financial planning with discretionary portfolio management and the selection of third‑party advisers, positioning itself as a hands‑on capital allocator for clients who want both advice and implementation. Fee arrangements are flexible—percentage of AUM, hourly, and fixed fees are all used—allowing the firm to work with a range of client needs and engagement styles. Investment activity is equity‑tilted: the firm shows a clear preference for exchange‑traded equities as the primary vehicle for client exposures. Tenacity Private Wealth does not classify itself as an active ESG investor and is not registered as a multi‑state adviser; its advisory scope emphasizes individual and small business portfolios and it maintains an industry affiliation with accounting professionals to support tax and reporting needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices