Maverick Private Wealth LLC

Overview

Maverick Private Wealth LLC is an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm’s stated advisory activities center on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements include a percentage-of-AUM model supplemented by hourly charges, which suits a mix of ongoing portfolio relationships and project-based planning work. Investment behavior tilts strongly toward publicly traded equities and exchange-traded products, with most assets concentrated in that sleeve. The firm does not identify as an active ESG investor. Custody and trading relationships with major retail and execution-focused custodians support both discretionary management and more transactional strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices