Ithaca Wealth Management

Overview

Ithaca Wealth Management is a small, independent registered investment adviser structured as a limited liability company that focuses on financial planning and portfolio management for individuals and families, including small-business owners. The firm runs client portfolios with a clear equity orientation: exchange-traded equities make up the bulk of assets under management. Service and pricing are delivered through a mix of percentage-of-AUM and fixed-fee engagements, which supports both ongoing advisory relationships and project-based planning work. Investment implementation appears centered on liquid, listed instruments—exchange-traded equities and mutual funds—supplemented by allocations to third‑party alternative managers. The firm does not position itself as a multi-state or pension consultant and is not an active ESG investor. Given its size and single-office footprint, Ithaca Wealth Management operates as a boutique RIA that favors straightforward equity exposure with selective use of private/alternative allocations to complement core portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices