Wealth Space Asset Management

Overview

Wealth Space Asset Management is organized as a limited liability company and has been registered with the SEC since 2003. Regulatory filings indicate domestic ownership with an individual owner and the firm is listed under an unclassified adviser category. The filing flags the firm as not serving as a capital allocator and not participating as an active ESG investor. It is not registered as a multi-state adviser, is not newly formed, and does not identify itself as a pension consultant or a related adviser. Public disclosures provide minimal detail on business lines, client segments, fee schedules or investment process, so there is little available information about the firm’s target clients or how it constructs portfolios.

Location & Offices