Belonging Wealth Management

Overview

Belonging Wealth Management is an independent registered investment adviser organized as a limited liability company that focuses on financial planning and portfolio management for individual and family clients, including small-business owners. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and operates as a boutique practice: it manages a small client base and concentrates its portfolios in public equities. The ADV filing shows a clear equity preference, with most client assets held in exchange-traded equities. The adviser is not identified as an active ESG investor, is not positioned as a multi-state or pension consultant, and does not present itself as a capital allocator to third-party private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices