THE PINES WEALTH MANAGEMENT, LLC

Overview

The Pines Wealth Management, LLC is an independent registered investment adviser that focuses on serving individual and family clients with discretionary portfolio management and financial planning. The firm is set up as a limited liability company and registered with the SEC in 2024. Its stated advisory activities center on financial planning, direct portfolio management for individuals and small businesses, and the selection and oversight of third-party advisers. Investment activity skews toward equities: the firm shows a clear preference for exchange-traded securities as the primary building block of client portfolios. Portfolios appear to combine broad market exposures with individualized, separately managed account (SMA) implementations where tax optimization and concentrated holdings are appropriate. The firm does not identify as an active ESG investor and operates on a fee model that mixes a percentage of AUM with fixed fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices