WEALTH BEYOND MATH

Overview

Wealth Beyond Math is a small, independent registered investment adviser organized as a limited liability company and operated by an individual owner. The firm focuses on serving individual and family clients with a mix of financial planning, discretionary portfolio management for individuals and small businesses, and manager selection services. As a capital allocator, the adviser selects third-party managers for alternative exposures rather than building those strategies entirely in-house. Investment preferences skew toward publicly traded equities as the primary allocation vehicle, with a clear tilt to exchange-traded instruments. The firm’s advisory model combines fee arrangements (percentage of AUM, hourly, and fixed fees) and can manage portfolios on a discretionary or non-discretionary basis. Wealth Beyond Math does not present itself as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices