Magis Private Wealth Management, LLC

Overview

Magis Private Wealth Management, LLC is a small, owner-operated advisory firm organized as an LLC that provides portfolio management services to individuals and small businesses. The firm charges a mix of fee types — percentage of assets under management, hourly fees, and fixed fees — and reports itself as an unclassified adviser rather than as a multi-state or pension consultant. Magis is not identified as an active ESG investor and does not position itself as a capital allocator; its stated advisory activity is direct portfolio management rather than fund-of-funds management or institutional consulting.

Assets & Accounts

Investments & Alternatives