Ville Wealth Management

Overview

Ville Wealth Management is a small, independent registered investment adviser operating as a limited liability company that focuses on serving individual and family clients. The firm runs discretionary portfolios with a clear tilt toward equities and uses both internal portfolio management and the selection of outside managers to implement client strategies. Fee arrangements include a percentage-of-AUM component and fixed fees, which supports both ongoing portfolio oversight and discrete planning engagements. Investment activity centers on exchange-traded instruments and separately managed approaches, with the advisor acting as a capital allocator when appropriate — arranging access to third-party managers and blending those allocations with in-house positions. Ville Wealth Management identifies as an active ESG investor, so environmental, social and governance criteria influence manager selection, ETF choice and stock selection across client accounts. The firm’s advisory services include financial planning and portfolio management for individuals and small businesses, and it regularly engages other advisers where specialty exposure or alternative strategies are required.

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Location & Offices