The Real Wealth Coterie

Overview

The Real Wealth Coterie is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees along with hourly and fixed fees, which suggests it blends ongoing investment management with project-based planning engagements. Investment activity tilts toward pooled public funds rather than bespoke separate-account management. The ADV shows the firm is not an active ESG investor, it is not a multi-state adviser, and it does not operate as a capital allocator; those flags indicate The Real Wealth Coterie relies on third-party vehicles and custodial platforms to implement client strategies rather than sourcing or operating private deal flow directly.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices