Pope Wealth Management

Overview

Pope Wealth Management is structured as a limited liability company operating as an independent registered investment adviser. The firm serves both individual and family clients as well as institutional clients, charging fees based on a percentage of assets under management. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and investor education through seminars and workshops. The firm does not identify itself as an active ESG investor and does not report acting as a capital allocator to outside managers.

Assets & Accounts

Public Holdings

Investments & Alternatives