Marcantel Wealth Management

Overview

Marcantel Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individuals and families, and it also provides portfolio management for small businesses. Core services are financial planning and discretionary portfolio management, delivered alongside insurance brokerage capabilities. Compensation comes through a percentage-of-AUM fee schedule and hourly charges for some engagements. The adviser is not identified as a capital allocator, does not flag itself as an active ESG investor, and is not set up as a multi-state adviser in the disclosed filing.

Assets & Accounts

Public Holdings

Investments & Alternatives