Managed Wealth Advantage, LLC

Overview

Managed Wealth Advantage, LLC is a privately held limited liability company run by an individual owner that combines insurance brokerage with advisory services. The firm offers financial planning and helps clients select third‑party advisers rather than positioning itself primarily as a discretionary asset manager. Its fee mix includes fixed fees and other fee arrangements, and it is identified as a capital allocator—meaning it places client capital with outside managers or products when appropriate. Managed Wealth Advantage does not describe itself as an active ESG investor, and it is not organized as a multi‑state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices