LIRIANO WEALTH ADVISORY GROUP, LLC

Overview

Liriano Wealth Advisory Group, LLC is an independent registered investment adviser organized as an LLC and run by an individual owner. The firm serves individuals and families, providing financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It operates as a capital allocator: managing discretionary portfolios while sourcing third‑party managers where specialist exposure is required. Fee arrangements are flexible and include percentage‑of‑AUM fees, hourly and fixed fees, and commissionable products. The firm identifies as an active ESG investor and incorporates ESG considerations into client solutions. Its business model blends model portfolios and separately managed accounts with access to external alternative managers when appropriate.

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Public Holdings

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Location & Offices