Your Wealth Consultants LLC

Overview

Your Wealth Consultants LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm focuses on serving individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its advisory engagement options include percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Beyond investment advice, the firm acts as an insurance broker and sells other financial products, which aligns with its use of annuities in client portfolios. The firm does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives