WEALTH MANAGEMENT CPAS, LLC

Overview

Wealth Management Cpas, LLC is an independent SEC-registered registered investment adviser that operates as a limited liability company and serves both individual/family and institutional clients. The firm combines accounting practice services with financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee model includes a percentage-of-AUM component alongside hourly billing. The firm identifies as a capital allocator and is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices