MAP To Your Wealth LLC

Overview

MAP To Your Wealth LLC is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Its advisory offering is fee-based, combining a percentage-of-assets model with the option for fixed fees, which aligns with both ongoing portfolio oversight and project-based planning work. Investment activity centers on publicly offered pooled vehicles—mutual funds and similar public fund structures—used as the primary building blocks of client portfolios. The firm does not position itself as an ESG-focused manager and is not structured as a multi-state adviser. While MAP To Your Wealth is not a capital allocator in the sense of running proprietary funds, it does place client capital with external managers when seeking exposure to non-public assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices