Fearless Wealth

Overview

Fearless Wealth operates as an independent registered investment adviser focused on fee-based relationships (percentage of AUM) with individual, family and some institutional clients. The firm’s portfolio posture is equity-first: exchange-traded equities and ETFs make up the large majority of investable assets, and equity exposure is implemented primarily through separately managed account structures and pooled mutual fund wrappers where needed. Advisory services emphasize financial planning and portfolio management for individuals and small businesses, and the firm does not identify as an ESG-focused manager. Although not structured as a capital allocator, Fearless Wealth supplements its core equity exposure with third‑party alternative managers for targeted real asset exposures. The firm appears to favor straightforward, liquid building blocks for core beta and uses external managers or funds when seeking diversification away from public markets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices