B&L Wealth Group, LLC

Overview

B&L Wealth Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional clients. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. B&L operates as a capital allocator and charges a mix of fee models — percentage of AUM, fixed fees and, in some arrangements, performance-based fees. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives