Wealth Management Cpas, LLC

Overview

Wealth Management Cpas, LLC is an independent registered investment adviser organized as a limited liability company. The firm appears to blend accounting and investment advice: its stated business activity is accountant, and its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm is identified as a capital allocator, serving individual and family clients as well as some institutional relationships. Fee arrangements include both a percentage-of-AUM model and hourly charges. The adviser is not classified as an active ESG investor and is not designated as a multi-state adviser in the supplied filing. Industry ties listed on the filing include relationships with accounting, legal, and insurance firms.

Assets & Accounts

Public Holdings

Investments & Alternatives