FENUL WEALTH MANAGEMENT LLC

Overview

Fenul Wealth Management LLC is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, and it provides a mix of financial planning and portfolio management services across single accounts and pooled investment vehicles. Its advisory scope explicitly includes portfolio management for individuals and small businesses, pooled vehicles, and business/institutional accounts, plus pension consulting services. The firm charges clients using a mix of percentage-of-AUM fees plus hourly and fixed-fee engagements, and it generally manages client assets on a discretionary basis. Fenul acts in sponsor and general partner roles for pooled vehicles, indicating it both constructs and manages private pooled structures in addition to managing client-level accounts. The adviser does not identify as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

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Location & Offices