CIO Wealth Management, Inc.

Overview

CIO Wealth Management, Inc. is an independent, privately owned registered investment adviser that serves individual and family clients. The firm charges fees on a percentage-of-AUM basis and also offers hourly and fixed-fee arrangements. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting services; the snapshot data also lists the firm’s business activity as an "other financial product salesperson." The firm does not identify as an active ESG investor and is not set up as a multi-state adviser or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices