WEALTHEQ

Overview

Wealtheq is a privately owned independent registered investment adviser structured as an LLC and operating on a fixed-fee basis. The firm serves both individual/family and institutional clients, providing financial planning and portfolio management for individuals, small businesses, and institutional entities. The adviser identifies as an active ESG investor, indicating environmental, social, and governance considerations are part of its investment process. Wealtheq does not function as a capital allocator or a pension consultant and is not set up as a multi-state advisory platform. Its ownership is individual rather than part of a larger corporate network, which suggests a compact governance structure and centralized decision-making.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices