Whittier Green Wealth Management LLC

Overview

Whittier Green Wealth Management LLC is an individually owned limited liability company that provides advisory services to private clients. The firm lists financial planning, portfolio management for individuals and small businesses, and pension consulting services among its advisory activities. It charges fees on a percentage-of-assets-under-management basis and also uses hourly and fixed-fee billing arrangements. The firm is not identified as an active ESG investor and is not documented as a multi-state adviser. Regulatory and organizational classifications in the source are limited—the adviser is marked as unclassified and is not described as a capital allocator or related adviser. The firm’s service model suggests a mix of ongoing portfolio oversight and project-based engagements given the combination of AUM-based, hourly, and fixed-fee pricing.

Investments & Alternatives

Location & Offices