Ewing Wealth Management

Overview

Ewing Wealth Management is a small, sole-proprietor advisory practice focused on financial planning and portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-AUM basis and operates under a discretionary mandate for the assets reported. Investment activity shows a clear tilt toward public equity exposures, with exchange-traded equities representing the single largest allocation. The adviser is not flagged as an active ESG investor and is organized to serve a concentrated, regional client base from a single office. The firm's manager allocation priorities emphasize liquid, equity-oriented solutions—primarily ETFs and exchange-traded stocks—supplemented by mutual funds. That mix reflects a lightweight operating model aimed at delivering portfolio management and planning services rather than running a broad multi-manager alternatives program.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices