WEALTHFOLIO ADVISORS LLC

Overview

Wealthfolio Advisors LLC is an independent registered investment adviser focused on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees and positions itself as a hands-on adviser rather than a capital allocator or pension consultant. Its stated advisory activity centers on comprehensive financial planning and direct portfolio construction for individual and family clients, with no emphasis on ESG strategies. Portfolio construction leans toward pooled public strategies—mutual funds and similar public funds are the primary vehicle—while the firm supplements portfolios with third‑party alternatives and insurance products where appropriate. Most assets are managed on a discretionary basis, indicating the team typically implements approved strategies without requiring client-by-client trade approvals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices