FLEMING WEALTH MANAGEMENT, LLC

Overview

Fleming Wealth Management, LLC is an independent RIA that serves a small roster of individual and family clients with a mix of financial planning and discretionary portfolio management. The firm runs a concentrated advisory practice: it charges fees as a percentage of assets under management and also offers hourly planning engagements. Investment activity is skewed toward public equities, with the firm expressing a clear preference for exchange-traded instruments within client portfolios while maintaining access to third‑party alternative strategies for diversification and income generation. Portfolios are managed at the account level for individuals and small businesses, and the advisory focus appears practical and implementation‑oriented rather than model-driven at scale. Fleming Wealth Management does not identify as an ESG investor and operates without a multi‑state advisory footprint, suggesting a geographically compact practice and a straightforward regulatory posture.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices