THINK WEALTH ADVISORY, LLC

Overview

Think Wealth Advisory, LLC is a privately held limited liability company run by an individual owner that provides financial planning and discretionary portfolio management primarily for individuals and small businesses. The firm acts as a capital allocator and offers selection of third-party advisers as part of its service set. Its billing is flexible—using a mix of asset-based fees, hourly rates, fixed fees and other arrangements. Think Wealth is not positioned as an ESG-focused manager and does not identify as a multi-state adviser or pension consultant. The firm also has an affiliation with an insurance company, indicating a distribution or product relationship with insurance providers.

Assets & Accounts

Investments & Alternatives