Position Wealth

Overview

Position Wealth LLC is an independent registered investment adviser that identifies as a capital allocator and manager for both individuals/families and institutional clients. The firm operates under a percentage-of-assets fee model and lists portfolio management for individuals and small businesses and the selection of other advisers among its primary advisory activities. Position Wealth is not flagged as an active ESG investor and does not present itself as a pension consultant or related-adviser network. The firm was registered with the SEC in 2023 and is organized as a limited liability company with ownership described as a mix of a domestic entity and an individual. Its operational model includes sourcing third-party managers when appropriate, indicating a willingness to outsource specialized exposures rather than running every strategy in-house.

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Location & Offices