UNDERDOG WEALTH MANAGEMENT, LLC

Overview

Underdog Wealth Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm serves both individual and family clients as well as select institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. It also operates as an insurance broker, adding insurance products to its advisory offering. The advisory fee schedule includes asset-based fees, hourly charges and unspecified “other” fee arrangements. The firm does not identify as an active ESG investor, is not a multi-state adviser for regulatory purposes, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices