The Bottom Line Wealth Management Ltd.

Overview

The Bottom Line Wealth Management Ltd. is a small, independent advisory firm that focuses on individual and family clients. It operates as an LLC under individual ownership and charges clients a fee based on a percentage of assets under management. Core services include financial planning, portfolio management for individuals and small businesses, and selection and oversight of third‑party advisers. The firm functions as a capital allocator—sourcing external managers for alternative exposures—and lists an affiliation with an insurance company. It does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices