NABERS WEALTH LLC

Overview

Nabers Wealth LLC is a small, fee-based registered investment adviser formed as an LLC and registered with the SEC in 2023. The firm focuses on portfolio management for individuals and small businesses, charging clients a percentage of assets under management. Its client base is individual and family households rather than institutional pension or consultant relationships. The firm classifies itself as an unclassified adviser and does not describe itself as a capital allocator. Investment activity shows a willingness to use both traditional pooled products and a range of alternatives. The firm lists hedge funds, real estate, REITs and digital currency among its alternative exposures and also uses mutual funds. Its filing indicates involvement with pooled investment vehicles (as sponsor, general partner or managing member), suggesting it either sponsors or directs capital into private pooled vehicles in addition to allocating to third-party managers. Nabers Wealth is not flagged as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices