ERLANDSON WEALTH MANAGEMENT

Overview

Erlandson Wealth Management is an independent, owner-operated registered investment adviser that focuses on serving individual and family clients, plus small-business owners. The firm delivers financial planning and portfolio management services and operates primarily on a non-discretionary basis — it does not hold discretionary trading authority over client accounts. Its fee structure is a mix of percentage-of-AUM billing, hourly charges and fixed-fee arrangements, allowing flexibility for planning and ongoing advisory relationships. Investment activity centers on pooled public vehicles and managed account solutions rather than direct stock-picking under internal discretion. The firm does not position itself as an ESG-focused allocator and does not operate as a multi-state or pension consultant adviser. It relies on third-party managers for certain alternative exposures rather than acting as a primary capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices