Forty Two Wealth LLC

Overview

Forty Two Wealth LLC is an independent registered investment adviser organized as a limited liability company that focuses on serving individual and family clients, with advisory services framed around financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-assets and fixed fees and positions itself toward high-net-worth households — the client mix and account sizes point to a boutique advisory practice rather than an institutional allocator. Investment preference at Forty Two Wealth LLC leans strongly toward public equities, with a clear tilt to exchange-traded instruments. At the same time, the firm supplements public-market exposure with a range of alternative allocations, including private equity, private placements, real estate, private credit, and digital currency. The firm also uses mutual funds as part of its public-market toolkit. Industry affiliation activity includes sponsoring limited partner investments (excluding pooled investment vehicles), indicating the firm places client capital into direct or fund-based private investments arranged through third parties.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices