WEALTHNESS LLC

Overview

Wealthness LLC is an independent RIA structured as a limited liability company that focuses on individual and family clients. The firm provides a mix of fee-based services—both percentage-of-AUM and fixed-fee arrangements—and concentrates its advisory work on financial planning, portfolio management for individuals and small businesses, pension consulting services and client education through seminars and workshops. The practice shows a clear tilt toward equity investment: exchange-traded equities are the dominant holding type and drive the firm’s portfolio construction. Portfolio management appears to be run primarily on a discretionary basis, with active allocation into liquid public markets supplemented by selective use of third‑party alternative managers for real estate and digital currency exposures. Wealthness does not identify as an active ESG investor and operates in a single primary state rather than as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices