Cipriano Wealth Management LLC

Overview

Cipriano Wealth Management LLC is an independent, individually owned registered investment adviser focused on serving individuals and families. The firm offers financial planning and discretionary portfolio management for individual and small business clients and charges a mix of percentage-of-AUM, hourly, and fixed fees. Investment implementation is tilted toward pooled public products—primarily mutual funds—while the firm also accesses a suite of third‑party alternative managers for specialized exposures. Cipriano Wealth Management LLC is not positioned as a multi‑state adviser or pension consultant and does not identify as an active ESG investor. The small scale of the firm drives a hands‑on, relationship-oriented approach: total assets under management are modest, and the advisory practice appears centered on personalized, discretionary management for a limited client base rather than large institutional mandates or an in‑house capital allocation platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices