TRADER WEALTH MANAGEMENT, LLC

Overview

Trader Wealth Management, LLC is an independent registered investment adviser that acts as a capital allocator for individual and family clients. The firm combines financial planning and portfolio management with selection-of-other-advisers capabilities, and also sponsors at least one pooled investment vehicle. Its practice leans toward liquid, exchange-traded exposures as the core building blocks of client portfolios while supplementing those with third-party alternative strategies and a sponsored private fund. Service lines include hourly and fixed-fee planning engagements, percentage-of-AUM portfolio management and performance-based fee arrangements on certain mandates. The firm’s business activities also reflect accounting services, and its advisory scope covers bespoke portfolio management for individuals and small businesses as well as pension consulting and adviser selection. ESG is not a stated focus.

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Public Holdings

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Location & Offices