The Wealth Observatory

Overview

The Wealth Observatory is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. It positions itself as a boutique adviser serving individuals and families, offering financial planning and portfolio management for individual clients and small businesses. Its billing model includes a percentage-of-AUM option alongside hourly and fixed-fee arrangements, which supports both ongoing asset management and standalone planning engagements. The firm does not present itself as a capital allocator, is not an active ESG investor, and does not operate as a multi-state or pension-focused adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives