Objective Wealth, LLC

Overview

Objective Wealth, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, and describes its core advisory work as financial planning, portfolio management for individuals and small businesses, and pension consulting services. It charges clients through a mix of percentage-of-AUM fees along with hourly and fixed-fee arrangements. Objective Wealth does not identify as an active ESG investor and is not listed as a multi-state adviser. The firm is not structured as a capital allocator; its model centers on delivering advisory services and managing discretionary client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives