YOUR WEALTH MATTERS LLC

Overview

Your Wealth Matters LLC operates as a small, client-focused advisory firm that primarily serves individuals and families. The firm is structured as a limited liability partnership and lists portfolio management for individuals and small businesses plus the selection of other advisers among its advisory activities. Its business activities also include law firm services and the firm maintains affiliations with accounting and insurance professionals, which suggests a practice built around coordinating wealth, legal and insurance needs for clients rather than running large institutional strategies. Investment activity is conservative and manager-centric: filings show the firm acts as a capital allocator, favoring pooled public funds and third-party managers rather than building large direct-stock sleeves in-house. Fee arrangements include a percentage-of-AUM component along with other fee types. The adviser is not characterized as an ESG-driven investor, and it does not position itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices