HONEST WEALTH LLC

Overview

Honest Wealth LLC is a small, owner-operated advisory firm that manages discretionary portfolios for individual, family and some institutional clients. The firm runs a percentage-of-AUM fee model and also operates as an insurance broker, which it uses to integrate annuity products into client plans where appropriate. Honest Wealth positions itself as a capital allocator that primarily implements diversified public fund strategies while keeping the capacity to place client capital with third‑party alternative managers when those opportunities fit client objectives. Investment activity tilts heavily toward pooled public vehicles — mutual funds and similar public funds — but the firm also sources external managers for niche allocations in real assets and energy-related strategies. Honest Wealth provides portfolio management for individuals and small businesses, offers selection-of-other-advisers services, and runs educational seminars and workshops for clients. The adviser does not identify as an active ESG investor and appears focused on conventional portfolio construction with supplemental tactical allocations to alternatives and insurance-based products.

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Investments & Alternatives

Location & Offices