WEALTH PERSONAL

Overview

Wealth Personal operates as an independent, privately owned registered investment adviser organized as a corporation and focused on individual and family clients. The firm charges asset-based fees and also uses fixed-fee arrangements. Its advisory services center on financial planning and discretionary portfolio management for individuals and small businesses. The firm’s regulatory filings indicate it is not a multi-state adviser or newly formed entity, and it does not self-identify as an active ESG investor. Wealth Personal reports no role as a capital allocator or pension consultant. It maintains an affiliation with an insurance company for industry relationships.

Assets & Accounts

Investments & Alternatives