ESH Wealth Management LLC

Overview

ESH Wealth Management LLC is a small, privately owned advisory firm focused on individual and family clients. The firm operates as a capital allocator and provides discretionary portfolio management across households and small businesses, plus services for businesses or institutional clients. It also engages in selection of outside advisers, indicating it places client capital with third‑party managers as part of its offering. Fee arrangements are mixed: the firm uses percentage‑of‑AUM billing alongside hourly charges and performance‑based fees, plus other fee arrangements. ESH does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices