CALCULATED WEALTH

Overview

Calculated Wealth is an independent registered investment adviser organized as a limited liability company that serves individuals and families with a mix of financial planning and portfolio management for individuals and small businesses. The firm bills on a combination of percentage of assets under management, hourly charges and fixed fees and operates primarily on a discretionary basis. Calculated Wealth does not identify as an active ESG investor, is not positioned as a pension consultant or capital allocator, and reports an individual owner structure rather than a multi-partner or institutional ownership model. Its practice emphasis is on packaged public funds and mutual-fund-based portfolios tailored to private clients rather than direct alternative-manager implementations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices