WEALTH RESOURCE INVESTMENT ADVISORS LLC

Overview

Wealth Resource Investment Advisors LLC is a small, fee-based investment adviser organized as an LLC that focuses on portfolio management for individual, family and institutional clients. The firm operates on a percentage-of-AUM fee model and reports providing discretionary and non-discretionary portfolio management services for both individuals/small businesses and for business or institutional clients. Filings indicate the firm is not an active ESG investor, is not a multistate adviser, and does not serve as a pension consultant or related adviser. Investment activity centers on pooled public funds as the primary vehicle for client portfolios, with a material allocation to third‑party alternative managers in areas such as venture capital, private placements and real estate. The firm also deploys annuities and mutual funds as part of its client solutions. The available disclosures describe a boutique practice that relies on mutual funds/public funds for core exposure while preserving access to private market and insurance-wrapped products for clients who need those strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices