Weston Wealth Advisors, LLC

Overview

Weston Wealth Advisors, LLC is an independent registered investment adviser operating as a limited liability company that serves both individual/family and institutional clients. The firm functions as a capital allocator and focuses on customized financial planning and portfolio management for individuals and small businesses, and it also performs selection-of-other-advisers work when required. Its advisory model combines fee-based compensation (percentage of AUM) with hourly and fixed-fee engagements, which supports a mix of ongoing managed portfolios and project-based planning or consulting. The firm shows a clear preference for equities as the primary engine of client portfolios. Exchange-traded equities make up the largest single asset class on the balance sheet, and that emphasis points to a liquid, equity-forward approach to asset allocation. Weston Wealth Advisors also integrates third-party managers and insurance products into client plans, and it maintains an affiliation with an insurance company for product access and distribution. The boutique scale of the firm suggests a hands-on, service-driven relationship model with a focus on tailoring solutions to high-net-worth individuals and small institutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices