Wealth Team LLC

Overview

Wealth Team LLC is an independent, limited liability advisory firm that provides financial planning and portfolio management primarily to individual and family clients, as well as small-business owner households. The firm offers flexible billing — charging a percentage of assets under management, hourly fees, or fixed fees — and is not positioned as a capital allocator or pension consultant. It does not identify as an active ESG investor, and it does not operate as a multi-state adviser. An insurance company affiliation is listed among its industry relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices