Nomadic Wealth

Overview

Nomadic Wealth is a small, independent registered investment adviser organized as a limited liability company and run by an individual owner. The firm focuses on financial planning and portfolio management for individuals and small businesses. Its practice emphasizes fee flexibility—charging a percentage of assets under management alongside hourly and fixed fees—so it can serve a mix of longer-term advisory relationships and project-based planning engagements. Nomadic Wealth does not position itself as an ESG-focused or multi-state adviser and is not listed as a pension consultant or capital allocator. The firm maintains an industry affiliation with an insurance company, which may inform some client solutions or product access, but Nomadic Wealth’s core activity is retail wealth management for individual and family clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices