Marc Alan Wealth Management LLC

Overview

Marc Alan Wealth Management LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and educational seminars. The firm charges fees as a percentage of assets under management and also offers hourly and fixed-fee arrangements, indicating flexibility for both ongoing advisory relationships and one-off planning engagements. Investment activity is concentrated in publicly available pooled vehicles, with the firm favoring mutual funds and other public funds as the core holding type. At the same time, Marc Alan Wealth Management LLC uses third‑party managers for private market allocations, pointing to a hybrid approach: mutual funds and separate managed accounts for core exposure and external alternative managers for diversification and yield enhancement. The adviser is not positioned as a capital allocator and does not identify as an ESG-focused or multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices