Van Reed Wealth Management LLC

Overview

Van Reed Wealth Management LLC is an independent, Pennsylvania-registered wealth advisory firm organized as an LLC and owned by an individual. The firm concentrates on serving individual and family clients, acting as a capital allocator that constructs and selects third‑party managers and investment vehicles on clients’ behalf. Its advisory services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Van Reed also conducts business as a registered representative of a broker‑dealer and as an insurance broker, and charges clients via a mix of percentage‑of‑AUM, hourly, and fixed fees. The firm does not present itself as an active ESG investor and operates under a single‑state footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices