Graham Wealth Management LLC

Overview

Graham Wealth Management LLC is an independent registered investment adviser serving individual and family clients with a focus on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-assets and hourly fees and operates primarily on a non-discretionary basis, which suggests clients retain final trading authority while the adviser provides recommendations and planning guidance. Asset allocation emphasis is tilted toward exchange-traded equities as the core building block of client portfolios, with supplemental use of mutual funds and annuities to fill income, diversification and tactical needs. The firm’s setup and client profile point to a hands-on, consultative approach: relatively small total AUM and an average client relationship size that aligns with customized planning engagements rather than institutional mandates. Custody and execution are centralized at a major retail custodian, which supports standard brokerage and advisory product access.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices