ETF Strategies, LLC

Overview

ETF Strategies, LLC is an independent registered investment adviser focused on serving individuals and families, with portfolio management and financial planning as its primary advisory activities. The firm charges fees as a percentage of assets under management and also operates as an insurance broker, which suggests it can incorporate insurance-based solutions alongside investment portfolios. Investment preference tilts toward equities delivered primarily through exchange-traded instruments; the firm emphasizes liquid, cost-efficient vehicles for core exposure and builds client accounts around those holdings. The adviser is structured as a limited liability company owned by an individual and targets smaller private clients and small-business owners rather than institutional mandates. ETF Strategies does not position itself as an ESG-focused manager and operates on a single-state basis per its filings. Its desk likely emphasizes straightforward, transparent implementations—ETFs for bulk allocation, complemented by select mutual funds and individual equities where appropriate.

Assets & Accounts

Public Holdings

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Location & Offices