Wealthface LLC

Overview

Wealthface LLC is an independent registered investment adviser focused on financial planning and portfolio management for individuals and small businesses. The firm, organized as a limited liability company and registered with the SEC in 2019, operates with a fee model based on a percentage of assets under management. Ownership is listed as a combination of a foreign entity and an individual. Investment activity centers on publicly traded securities, with a clear tilt toward exchange-traded products for core exposure and equities for active positions. The firm does not advertise ESG integration, does not act as a pension consultant, and is not organized as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices