Disciplined Wealth Management, LLC

Overview

Disciplined Wealth Management, LLC is a small, privately owned advisory practice focused on serving individual and family clients. The firm runs discretionary portfolio management strategies and prefers pooled public funds as the primary building block for client portfolios. Investment activity centers on mutual funds and other packaged public funds, with supplemental use of annuities and selective private placements to provide yield, income solutions or niche exposure. The adviser charges a fee based on assets under management and does not position itself as a capital allocator or multi-state ESG specialist. The firm’s client mix and product choices indicate a preference for straightforward, manager-driven allocations rather than direct-stock concentrated strategies. Given the asset base and custodian relationships, the manager appears to implement model-style portfolios or fund-based separate account solutions tailored to small- to mid-size household relationships and small business accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices