HEDGED PRIVATE WEALTH

Overview

Hedged Private Wealth is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm blends financial planning, portfolio management for individuals and small businesses, and educational seminars with an insurance brokerage capability. Its fee arrangements include AUM-based fees, fixed fees and the potential for performance-based fees. Investment activity is conservative in practice: filings show a heavy allocation to cash and cash equivalents, with the firm maintaining flexibility to use mutual funds and annuities as core public-market exposures. Hedged Private Wealth also allocates to third-party alternative managers across real estate, commodities and oil & gas, signaling a willingness to add non-correlated or income-oriented strategies alongside traditional holdings. The firm is not an active ESG investor and is structured to serve a relatively compact client base rather than large institutional mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices