Wealth Innovation

Overview

Wealth Innovation is a privately held LLC that provides fee-based portfolio management primarily to individuals and families, with some work for small businesses. The firm charges a percentage of assets under management and also conducts insurance brokerage activities. Its regulatory profile indicates it does not position itself as an ESG-focused manager, a pension consultant, or a multi-state adviser; ownership is recorded as individual. The firm’s advisory activity centers on discretionary portfolio management rather than acting as a capital allocator or running separate investment funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices