ABAYA WEALTH MANAGEMENT LLC

Overview

Abaya Wealth Management LLC is an independent, privately owned registered investment adviser organized as an LLC that works primarily with individual and family clients. The firm offers fee-based financial planning and discretionary portfolio management for individuals and small businesses, and it provides pension consulting services on a consultative basis. Its billing model mixes asset-based fees with hourly and fixed-fee engagements, which supports both ongoing portfolio relationships and project-based planning work. Investment activity centers on equity exposure delivered through exchange-traded instruments as the primary allocation tool. The firm does not position itself as an active ESG investor and does not operate as a capital allocator running proprietary funds; instead it implements client portfolios using liquid, listed securities and traditional pooled vehicles. Given its size and client mix, portfolio construction appears tailored and account-specific rather than driven by large institutional model overlays.

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Location & Offices