Cultivate Wealth LLC

Overview

Cultivate Wealth LLC is a small, individual‑owned advisory firm focused on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges on a percentage‑of‑AUM basis and also offers hourly advice, signaling a mix of ongoing managed relationships and project‑based planning work. Filings show the practice is not an active ESG investor, not a multi‑state adviser, and does not act as a capital allocator or pension consultant. Investment activity is concentrated in pooled public vehicles rather than direct private or alternative strategies, with the manager preference listed as “other” but the dominant deployment into public funds/mutual funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices