VAN RAY WEALTH MANAGEMENT

Overview

Van Ray Wealth Management is an independent registered investment adviser organized as a limited liability company and operated by an individual owner. The firm serves both individuals and families as well as institutional clients and positions itself as a capital allocator, sourcing external managers and pooled vehicles for client portfolios. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting work and selection of other advisers. The firm also operates as an insurance broker, integrating insurance solutions into client plans when appropriate. Investment activity is centered on pooled public investment vehicles as the firm’s primary implementation choice. Van Ray Wealth Management is not an active ESG investor and is not registered as a multi-state adviser. Fee arrangements are flexible and include percentage-of-AUM fees, hourly charges and fixed-fee engagements. The firm manages both discretionary and non-discretionary assets for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices