P3 Wealth Management

Overview

P3 Wealth Management is an independent, privately owned corporation that provides financial planning and portfolio management primarily for individuals, families and small businesses, with some institutional clients. The firm charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. It identifies as an active ESG investor and maintains industry ties with an accountant and an insurance company. Though not structured as a capital allocator, P3 works with third‑party managers to place client capital into a range of strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices