TSAI WEALTH MANAGEMENT

Overview

Tsai Wealth Management is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm is owner-operated and charges clients on a percentage-of-assets basis with the option of hourly fees for planning work. Investment activity centers on equity exposures, with exchange-traded equities forming the core of their portfolios. The firm does not position itself as an ESG-focused manager, and it appears to operate primarily at a local or regional level rather than as a multi-state adviser. Advisory services emphasize personalized planning and discretionary portfolio management for a concentrated client base. The firm lists an affiliation with accountants, suggesting integrated tax and planning coordination for clients. Given the AUM and client count, the practice resembles a high-touch private wealth boutique rather than an institutional allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices