THE FINANCIAL ARCHITECTS WEALTH MANAGEMENT LLC

Overview

The Financial Architects Wealth Management LLC is an independent, individual-owned registered investment adviser operating as a limited liability company. The firm primarily serves individual and family clients and identifies itself as a capital allocator, combining financial planning with portfolio management and adviser selection services. Stated advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Compensation is based on a percentage of assets under management and other fee arrangements. The firm does not describe itself as an active ESG investor and is not registered as a multi-state adviser. The firm lists an affiliation with an insurance company, which may influence product access or service relationships. Its operating footprint is compact and oriented toward a small client base rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives