Newleaf Wealth Management, LLC

Overview

Newleaf Wealth Management, LLC is a small, owner-operated registered investment adviser that manages individualized portfolios for high-net-worth individuals, families and select institutional clients. The firm’s advisory work centers on discretionary portfolio management for individuals and small businesses and includes pension consulting services. Fee arrangements are flexible: Newleaf charges a percentage of AUM and also offers hourly and fixed-fee engagements, allowing it to serve both ongoing wealth-management relationships and one-off consulting assignments. Investment activity is equity‑centric. The firm shows a clear preference for exchange‑traded equities as the primary building block of client portfolios, supplemented by mutual funds. Newleaf is not an active ESG investor and does not present itself as a multi-state or capital‑allocating adviser; instead, it operates as a focused boutique manager that emphasizes liquid, publicly traded instruments with tactical use of alternative real‑estate vehicles.

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Public Holdings

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Location & Offices