Local Wealth Advisors

Overview

Local Wealth Advisors is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional relationships. It bills using a mix of percentage-of-AUM and fixed fees and performs a range of advisory services, including financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. The firm is identified as a capital allocator and also conducts other financial product sales activities. It maintains an industry affiliation with an insurance company and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives