Open Wealth Management LLC

Overview

Open Wealth Management LLC is a small, individually owned limited liability company that provides fee-based portfolio management to individuals, families and small businesses. The firm bills clients as a percentage of assets under management and focuses on discretionary portfolio oversight rather than pension consulting or multi-state institutional work. It does not position itself as an ESG investor and is not identified as a capital allocator or related adviser to other firms. Investment activity centers on liquid public-market exposures with a stated preference for equities. The adviser uses third-party mutual funds and external alternative managers for selected real estate exposure rather than building in-house private investments. The setup and scale indicate a boutique practice managing a compact book of household clients.

Assets & Accounts

Public Holdings

Investments & Alternatives