PL WEALTH ADVISORS, LLC

Overview

PL Wealth Advisors, LLC is an independent, limited liability registered investment adviser that serves individual and family clients. The firm operates as a capital allocator and focuses on delivering financial planning and adviser-selection services rather than taking blanket discretionary authority over client portfolios. Its stated investment preference is equity-oriented, with exchange-traded equities and ETFs being the most-used asset types on the ADV. PL Wealth Advisors uses a mix of fee structures — percentage of assets under management, hourly and fixed fees — which suggests a combination of ongoing advisory relationships and project-based planning engagements. The firm does not position itself as an active ESG investor and is not identified as a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices