Blsh Wealth Management

Overview

Blsh Wealth Management is a small, single-office advisory firm organized as a limited liability company that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm charges either a percentage of assets under management or fixed fees and runs client portfolios with an explicit preference for equities, primarily implemented through exchange-traded instruments. Blsh Wealth Management does not position itself as an ESG investor, is not a multi-state adviser, and does not operate as a capital allocator. Investment activity centers on liquid equity exposure—both individual exchange-traded equities and ETFs—augmented by selective allocations to alternative strategies. The practice appears to emphasize straightforward equity-based portfolios delivered on a discretionary basis, while also offering access to third-party alternative managers when appropriate for a client’s objectives and risk profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices