AKKADIAN WEALTH LLC

Overview

Akkadian Wealth LLC is a small independent registered investment adviser organized as an LLC that serves individual and family clients. The firm combines traditional financial planning and portfolio management for individuals and small businesses with insurance brokerage services and the selection of outside advisers when clients require specialty managers. Its practice shows a clear tilt toward exchange-traded equities as the primary portfolio building block, and it operates as a capital allocator when it places client capital with third-party alternative managers for specific exposures. Fee arrangements are flexible: percentage of AUM, hourly charges and fixed fees are all part of the mix, which suits a client base made up of a modest number of relationships rather than mass-market retail. Akkadian Wealth reports that it is not an active ESG investor and it does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices