Wellencourt Wealth Management LLC

Overview

Wellencourt Wealth Management LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its fee model includes both a percentage-of-AUM component and hourly billing. Wellencourt does not operate as a capital allocator and does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices