3i Wealth Management LLC

Overview

3i Wealth Management LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual & family clients and institutional clients, with a practice built around financial planning and portfolio management for individuals and small businesses. Its business activities include accounting services, and it charges clients through a mix of percentage-of-AUM and fixed-fee arrangements. The adviser is not identified as an active ESG investor, is not multi-state, and is not described as a capital allocator.

Assets & Accounts

Investments & Alternatives