Moneywell

Overview

Moneywell operates as a single-owner, independent registered investment adviser focused on individual and family clients. The firm provides discretionary portfolio management, financial planning and the selection of other advisers, acting as a capital allocator for client assets. Fee arrangements are flexible — the firm charges a percentage of AUM and also offers hourly and fixed-fee engagements — which supports both ongoing wealth management relationships and discrete planning or advisory projects. Investment activity shows a clear tilt toward managed public funds and mutual fund vehicles, with discretionary management covering the entirety of reported AUM. Moneywell does not identify as an ESG-focused adviser and is not positioned as a multi-state adviser. Its advisory model emphasizes third-party manager selection, which allows the firm to blend mutual fund and SMA structures with allocations to external alternative managers for real estate exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices