ABC Wealth Inc

Overview

ABC Wealth Inc. is an independent registered investment adviser that serves individual and family clients with a fee-based model primarily tied to assets under management. The firm describes itself as a capital allocator and focuses on financial planning, portfolio management for individuals and small businesses, manager selection, and educational workshops. That positioning suggests a mix of direct portfolio management and outsourcing to third-party fund managers when specialized strategies are needed. Investment activity centers on public funds and mutual funds as the primary building blocks of client portfolios, with a smaller but deliberate allocation to alternative strategies. The firm is affiliated with an insurance company, which appears to inform its use of insurance products such as annuities alongside traditional investments. ABC Wealth Inc. does not list itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices