W WEALTH ADVISORS

Overview

W Wealth Advisors is an independent, individually owned Registered Investment Advisor operating as a limited liability company that serves individual and family clients. The firm acts as a capital allocator and provides both portfolio management and financial planning, with services that include managing portfolios for individuals and small businesses, retirement plan consulting, and selecting outside advisers and managers. Fee arrangements combine a percentage of assets under management with hourly charges. Investment activity is equity‑centric. The firm favors exchange‑traded securities for core exposure and uses separately managed account structures for tailored equity allocations. As an allocator, W Wealth Advisors also supplements equity positions with fixed income and third‑party alternative managers to meet client income, diversification and risk‑management goals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices