Page Capital Private Wealth Management, LLC

Overview

Page Capital Private Wealth Management, LLC is an independent registered investment advisor focused on serving individuals and families with financial planning and portfolio management for individuals and small businesses. The firm emphasizes equity exposure, running a portfolio mix tilted toward exchange-traded equities while maintaining discretionary authority on a subset of client assets. Its fee menu includes percentage-of-AUM pricing alongside hourly and fixed-fee engagements, allowing flexibility for clients who need project-based planning or ongoing advisory oversight. The advisor does not position itself as an ESG-driven allocator and is not a multi-state or pension consultant. Investment activity centers on public markets with a notable allocation to real estate through third-party alternative managers. The combination of fee structures and the mix of discretionary versus non-discretionary assets suggests the firm works with clients across a range of engagement styles—from ongoing advisory mandates to planning- or instruction-driven relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices