Incred Wealth Inc.

Overview

Incred Wealth Inc. is organized as a corporation and appears to operate as a capital allocator that provides advisory and portfolio management services. Its advisory scope includes portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers — implying a mix of direct discretionary management and manager-of-managers activity. The firm lists a percentage-of-AUM fee component alongside unspecified "other" fees. Regulatory and operational attributes in the record show it is not a multi-state adviser and it does not identify as an active ESG investor. It is not classified under a specific RIA category in the snapshot data. Industry affiliations include roles beyond pure advisory work: the firm is connected with broker-dealer activity, operates as another investment adviser in different capacities, and acts as a sponsor, GP, or managing member of pooled investment vehicles. Those affiliations suggest it can both place clients into third-party funds and participate in or run pooled vehicles directly.

Assets & Accounts

Investments & Alternatives