Ciclo Wealth LLC

Overview

Ciclo Wealth LLC is an independent, fee-based Registered Investment Advisor focused on financial planning and portfolio management for individuals, families and small businesses. The firm charges a percentage-of-AUM advisory fee and structures client work around discretionary portfolio management and planning engagements. Investment activity centers on liquid public funds—primarily mutual funds—positioned as core building blocks for client portfolios, with selective use of third‑party private equity managers to provide alternative exposure. Ciclo Wealth does not identify as an ESG-focused investor and does not operate as a capital allocator; its model favors externally managed vehicles rather than running internal fund platforms. Portfolio construction appears pragmatic and scalability-focused: mutual funds form the bulk of assets under management to deliver diversified exposures efficiently across client accounts, while private equity allocations are used selectively to extend return sources and diversify away from public markets. The firm’s client base spans individual and family relationships and some institutional mandates, with typical service workflows relying on Schwab custody infrastructure for trade execution and reporting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices