MANAGED ASSET WEALTH MANAGEMENT LLC

Overview

Managed Asset Wealth Management LLC is organized as a limited liability company and is owned by an individual. The firm describes itself as a capital allocator that primarily performs selection-of-other-advisers work rather than acting as a traditional, hands-on portfolio manager. Its stated fee approach includes hourly charges and other non-standard billing arrangements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser; available data indicate it is not newly formed. An industry affiliation with an insurance company is also recorded. The record does not include a listed SEC registration year. The combination of advisory activity (selecting external managers) and an owner-operated structure suggests a consultative or intermediary role for clients rather than a full-service discretionary RIA model.

Assets & Accounts

Investments & Alternatives

Location & Offices