TRAVERSE PRIVATE WEALTH

Overview

Traverse Private Wealth is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individuals and families, offering financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. It operates as a capital allocator in that it will direct client capital to outside managers or products when appropriate. Investment activity centers on public pooled vehicles—primarily mutual funds and other public funds—as the core building blocks of client portfolios. Fee arrangements are flexible, including percentage-of-AUM, hourly, and fixed-fee engagements. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser in its disclosure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices