MACIEL WEALTH MANAGEMENT

Overview

Maciel Wealth Management is an independent, owner-operated registered investment adviser structured as a limited liability company that serves individual and family clients. The firm combines financial planning with portfolio management across households and small businesses, and it also lists accounting among its business activities. Its fee model is a mix of percentage-of-assets and fixed fees. Investment activity is tilted heavily toward public equities, with a clear preference for exchange-traded instruments as the primary implementation vehicle. The firm does not present itself as an active ESG investor and operates with a narrow geographic registration footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices