Function Wealth Advisors LLC

Overview

Function Wealth Advisors LLC is a privately held limited liability company owned by an individual that offers planning and discretionary portfolio services targeted at individuals and small businesses. Its reported advisory services include financial planning, portfolio management for individuals/small businesses, and pension consulting. The firm lists an affiliation with an insurance company and bills clients through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm does not identify itself as an active ESG investor and is not described as a multi-state adviser.

Assets & Accounts