Phase Change Wealth Management LLC

Overview

Phase Change Wealth Management LLC is an independent, individual-owned registered investment adviser focused on serving individuals and families, including small-business owners. The firm provides financial planning and portfolio management and charges clients on a percentage-of-AUM basis with supplemental hourly fees. Its practice emphasizes equity exposure as the primary allocation preference and manages most client assets on a discretionary basis. Operationally the firm is small and boutique in scale, which shows in its client count and office footprint. It does not position itself as an ESG-focused allocator, is not a pension consultant, and does not identify as a multi-state adviser. Custody and trading are routed through Interactive Brokers, a platform that supports both traditional equity and more specialized digital-asset access, which aligns with the firm’s listed use of digital currency exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices