Nabers Wealth LLC

Overview

Nabers Wealth LLC is a small, non-independent retail registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and bills clients on a percentage-of-assets-under-management basis. The adviser is not positioned as a multi-state or pension consultant and does not self-identify as an active ESG investor. Its SEC registration is listed in 2023. The firm’s filings indicate it has industry ties beyond typical advisory work: affiliations include roles as another investment adviser, an insurance company relationship, and acting as sponsor, general partner, or managing member of pooled investment vehicles. Nabers Wealth does not characterize itself as a capital allocator.

Assets & Accounts

Investments & Alternatives