BEMANAGED

Overview

BeManaged is an independent registered investment adviser that focuses on serving individual and family clients, including small-business owner relationships. Founded in 2009 and owned by an individual, the firm provides financial planning and discretionary portfolio management alongside hourly advisory services. Its fee structure combines a percentage-of-assets model with hourly billing, signaling flexibility for both ongoing wealth management and one-off planning engagements. Investment activity centers on public pooled vehicles rather than direct stock-picking or private-market allocations. The firm is not identified as an active ESG investor and does not position itself as a pension consultant or multi-state adviser. BeManaged earned a mention on investor.com’s “Top RIA Firms to Watch” list in 2020, reflecting some peer or media recognition for its business profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices