Datum Wealth Management

Overview

Datum Wealth Management is a Rhode Island–based, owner-operated limited liability company that provides financial planning and portfolio management services aimed at individuals and small businesses. The firm charges clients using a mix of percentage-of-AUM fees and fixed-fee arrangements. It identifies as a single-state adviser and does not position itself as a capital allocator; it also does not describe itself as an ESG-focused investor. The firm is classified as unclassified in the snapshot data and appears to operate independently rather than as part of a network or related-adviser structure.

Assets & Accounts

Investments & Alternatives

Location & Offices