WEALTH & WELLNESS GROUP, LLC

Overview

Wealth & Wellness Group, LLC is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm serves both individual and family clients as well as some institutional relationships, and its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements are flexible: the firm charges a percentage of assets under management and also uses hourly and fixed-fee engagements. Investment posture is equity‑oriented. Exchange‑traded equities and ETFs dominate portfolio construction, used as core building blocks for liquidity, cost control and broad market exposure. The adviser manages most assets on a discretionary basis, allowing it to implement model-driven or manager-directed equity allocations efficiently. The firm is not identified as an active ESG investor and does not position itself as a capital allocator; instead it relies on third‑party managers for select alternative exposures, most notably real estate.

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Public Holdings

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Location & Offices