NON-TRADITIONAL WEALTH MANAGEMENT, LLC

Overview

Non-Traditional Wealth Management, LLC is an individually owned limited liability company that operates more as a capital allocator and advisory consultancy than as a traditional discretionary asset manager. Its business mix centers on financial planning, the selection and placement of clients with third‑party advisers and external managers, and educational seminars or workshops. The firm also conducts insurance brokerage activities, which suggests a hybrid service model combining product distribution with advisory engagements. Fee arrangements are non‑AUM based: the firm uses hourly charges, fixed fees and other non‑percentage fee structures, indicating a project- or advice‑driven revenue model rather than ongoing portfolio management fees. The adviser does not position itself as an active ESG investor, is not registered as a multi‑state adviser and does not act as a pension consultant. As a capital allocator, the firm primarily sources external alternative managers—most notably in real estate—rather than building extensive in-house investment platforms.

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Location & Offices