MD WEALTH MANAGEMENT, LLC

Overview

MD Wealth Management, LLC is an independent registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm operates on a mixed fee model—percentage of assets under management and fixed fees—and manages client portfolios on a discretionary basis. Investment implementation centers on pooled public funds and mutual funds for core equity and fixed-income exposure, with targeted use of third-party real estate funds to provide alternative diversification and income. The firm is not positioned as a capital allocator; it relies on external managers for alternative exposure and custodial services through Charles Schwab & Co., Inc. MD Wealth Management is not an active ESG investor and does not present itself as a multi-state or pension consultant adviser. Its client base spans high-net-worth individuals and smaller institutional relationships, with portfolio construction driven by conventional fund vehicles rather than in-house product manufacturing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices