Fangorn Wealth Management

Overview

Fangorn Wealth Management is an independent, owner-operated registered investment adviser organized as a limited liability company. The firm serves both individual and family clients as well as institutional and small business accounts, offering fee arrangements that include a percentage of assets under management and hourly charges. Primary services listed are comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for business or institutional clients, and educational seminars and workshops. Fangorn’s filings show a clear preference for equity-centered portfolios, and the firm does not operate as a capital allocator or an ESG-focused manager. Fangorn positions itself as a boutique advisory practice: relatively small by assets but active across client types and educational outreach. The firm lists an industry affiliation with a law firm, which can support tax, estate or legal coordination for client engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices