Wealth Management Advisers, LLC

Overview

Wealth Management Advisers, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm acts as a capital allocator for individual and family clients and also operates as an insurance broker. Advisory services named in filings include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Fee arrangements are flexible: percentage of assets under management, hourly charges, and fixed fees are all used. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices