Medwealth Advisors

Overview

Medwealth Advisors is a small, independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small business owners, charging fixed fees and other non-asset-based fees rather than a pure AUM percentage. Investment activity is strongly equity-centered: the adviser favors exchange-traded equities as the primary vehicle for implementing client strategies, supplemented by mutual funds where appropriate. Medwealth Advisors does not describe itself as an active ESG investor and is not registered as a multi-state or pension consultant adviser. Portfolio construction appears to prioritize liquid, publicly traded instruments and separately managed account structures, with an emphasis on straightforward equity exposure rather than extensive direct allocations to private or illiquid alternatives. The client base is concentrated and relationship-driven, consistent with a boutique advisory model serving a limited number of relatively sizable household relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices