Your Wealth Matters LLC

Overview

Your Wealth Matters LLC is an independent, individual-owned registered investment adviser operating as a limited liability company that focuses on serving individuals and families. The firm combines financial planning, portfolio management for individuals and small businesses, and the selection of other advisers as core services. It bills clients on a percentage-of-assets-under-management basis and is identified as a capital allocator, suggesting it outsources or places client capital with external managers in addition to managing more traditional vehicles in-house. Regulatory details such as SEC registration year are not listed. The firm is connected operationally to a law practice and maintains an affiliation with an insurance company; it does not identify as an active ESG investor and is not a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices