FLATTERY WEALTH MANAGEMENT LLC

Overview

Flattery Wealth Management LLC is an independent, individual‑owned registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm operates with a fee mix that includes percentage of AUM, hourly charges and fixed fees, and provides discretionary portfolio management across client relationships. Investment activity centers on public funds and mutual funds as the primary building blocks of client portfolios, with selective use of third‑party alternative managers for real estate and digital currency exposures. The firm does not self‑identify as an active ESG investor and reports that it is not operating as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices