Wiedower Capital

Overview

Wiedower Capital is a small, owner-operated limited liability advisory firm focused on discretionary portfolio management for individuals and small business clients. The firm’s capital allocation tilts heavily toward publicly traded equities, using exchange-traded vehicles as the primary means of implementing exposures. Fee arrangements combine a percentage-of-assets charge with potential performance-based fees, which can align incentives for more concentrated or active strategies. Client coverage is narrow and retail-focused: individual and family investors are the primary constituency. The firm does not position itself as an ESG specialist, multi-state adviser, pension consultant, or large institutional allocator. Given its size and single-office structure, strategy execution appears centralized and bespoke rather than institutional-scale model delivery.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices