Wealthier Way, LLC

Overview

Wealthier Way, LLC is a small, individually owned registered investment adviser organized as an LLC that provides financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. The firm acts as a capital allocator at a very modest scale and favors pooled public vehicles — filings show its managed assets are concentrated in public funds and mutual funds rather than direct-stock portfolios or broad ETF sleeves. Fee arrangements are flexible: the firm charges asset-based fees as well as hourly and fixed fees depending on client engagement. Service-wise, the firm combines planning and discretionary portfolio management for a narrow client base and will place clients with outside managers or advisers when appropriate. The firm does not position itself as an active ESG investor and is not organized as a multi-state adviser in its disclosure.

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Investments & Alternatives

Location & Offices