Bybee Wealth Management LLC

Overview

Bybee Wealth Management LLC is an independent registered investment adviser focused on serving individuals and families, with advisory services that include financial planning and portfolio management for individuals and small businesses. The firm’s investment posture is equity-centric: it allocates the bulk of client capital to exchange-traded equities, using those liquid, transparent instruments as the core of client portfolios. Fee arrangements are flexible and include a percentage-of-assets component alongside hourly and fixed-fee engagements, allowing the firm to tailor billing to relationship scope. Although the public equity sleeve dominates assets, the firm also supplements client portfolios with third-party alternative managers and non-traded solutions when appropriate. These alternatives—venture capital, private placements and real estate—appear targeted to clients with capacity and suitability for private-market exposure. The adviser does not self-identify as an active ESG investor and operates from a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices