Wealth Iq

Overview

Wealth Iq is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage-of-AUM option alongside hourly and fixed-fee engagements, and the adviser identifies itself as an active ESG investor. The firm is not structured as a capital allocator, does not describe itself as a multi-state adviser, and does not list pension consulting or related-adviser activities. Service delivery appears oriented to direct client relationships rather than institutional or pooled-capital management.

Assets & Accounts

Investments & Alternatives

Location & Offices