Living Room Wealth Management

Overview

Living Room Wealth Management is an independent, individual-owned registered investment adviser that serves primarily individual and family clients. The firm provides ongoing financial planning and portfolio management, with a fee model that combines a percentage-of-AUM schedule with hourly and fixed-fee options. Investment activity centers on pooled public funds as the core building blocks of client portfolios, supplemented by annuities and direct exposure to real estate-related strategies. The firm does not present itself as an ESG-focused manager and is not structured as a multi-state or pension consultant adviser. Portfolios appear to be managed on a discretionary basis, with the adviser constructing diversified allocations for households and small-business owners rather than acting as a third-party capital allocator. Given the emphasis on mutual funds and annuities, the approach looks oriented toward planning-driven outcomes (income, risk management, tax-aware distribution) rather than concentrated, single-stock portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices