Wellencourt Wealth Management LLC

Overview

Wellencourt Wealth Management LLC is an independent, owner-operated registered investment advisor organized as an LLC that focuses on individual and family clients. The firm delivers financial planning and portfolio management for individuals and small businesses and charges a mix of percentage-of-AUM fees and hourly charges. Investment activity is concentrated and hands-on: the firm shows a clear preference for equities as the primary engine of client portfolios while supplementing those exposures with select mutual fund holdings and targeted allocations to alternative managers for commodities and oil & gas exposure. Portfolios are structured around exchange-traded equities for liquidity and transparency, with mutual funds used where active or diversified management is preferred. The adviser does not position itself as an active ESG investor, and it operates at a single-office scale rather than as a multi-state advisory platform. Given the firm’s size and client count, the investment approach is likely bespoke and relationship-driven, emphasizing direct equity exposure and tactical use of alternatives rather than large-scale model-driven strategies.

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Public Holdings

Investments & Alternatives

Location & Offices