Conceptwealth

Overview

Conceptwealth operates as a sole proprietorship, focusing primarily on financial planning services. The firm is structured as an individual-owned entity and engages in activities as a registered representative of a broker-dealer and as an insurance broker. Although it does not actively pursue ESG investments, Conceptwealth offers a range of services that include fee structures based on a percentage of assets under management, hourly charges, and fixed fees. The firm does not classify itself as a capital allocator and does not have a multi-state advisory presence.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices