Testament Wealth Management

Overview

Testament Wealth Management is a North Carolina–registered limited liability company that provides financial planning and portfolio management primarily for individuals and small businesses. The firm is owned by an individual practitioner and operates under an unclassified adviser profile. Its charging model includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements, indicating a mix of retainer/ongoing and project-based business lines. The firm is not a multistate adviser, does not identify as an active ESG investor, and does not list pension consulting or related-adviser affiliations.

Assets & Accounts

Investments & Alternatives

Location & Offices