WIARA INVESTMENT MANAGEMENT, LLC

Overview

Wiara Investment Management, LLC is a small, owner-operated advisory firm that focuses on discretionary portfolio management for individuals and small businesses. The firm bills clients on a percentage-of-AUM fee schedule and reports no active ESG investing program. Its organizational form is a limited liability company and it lists an individual as the owner. Filings classify the adviser as unclassified and not a capital allocator; advisory activity centers on managing portfolios rather than providing pension consulting or multi-state adviser services. Investment activity is concentrated in pooled public funds and third‑party alternative fund managers rather than extensive direct-singles stock programs. The firm appears positioned to offer straightforward portfolio management with the ability to allocate to external hedge funds and private credit when appropriate for client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices