Pollux Wealth Management

Overview

Pollux Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm focuses on serving individual and family clients, providing financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM component with fixed-fee arrangements. Pollux does not report active ESG investing, does not identify as a multi-state adviser, and does not act as a capital allocator. The firm lists an insurance company among its industry affiliations.

Assets & Accounts

Investments & Alternatives