DEFINED WEALTH MANAGEMENT, LLC

Overview

Defined Wealth Management, LLC is an independent RIA that provides financial planning and discretionary portfolio management primarily to individuals, families and select institutional clients. The firm charges both percentage-of-AUM and fixed fees and runs portfolios that emphasize equity exposure, using exchange-traded products as the central building blocks of client accounts. Advisory services list financial planning and portfolio management for individuals/small businesses and for businesses or institutions, indicating a mix of personal wealth management and institutional mandate capability within a relatively concentrated asset base. Investment activity shows a clear ETF-first approach for core allocations with selective use of individual equities for active tilts or concentrated positions. The firm is not positioned as an ESG-focused allocator and operates as a single-state adviser under its current registration. Since formation, the manager has layered mutual funds and third-party alternative funds (private placements and real estate) into client strategies to complement the ETF/stock core.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices