EDUCATED WALLET LLC

Overview

Educated Wallet LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and positions itself around financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Its fee model is mixed: percentage of assets under management supplemented by subscription and fixed fees. The adviser does not report being an active ESG investor, is not a multi-state adviser, and does not function as a capital allocator or pension consultant. Filings indicate that client relationships are handled on a non-discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices