POV Wealth LLC

Overview

POV Wealth LLC is a small independent registered investment advisor that serves individual and family clients with a mix of financial planning, portfolio management and insurance brokerage services. The firm tilts toward liquid, exchange-traded exposures for core portfolios while retaining the flexibility to place capital into third-party real estate strategies and annuity products for clients who need income or insurance solutions. As a capital allocator that also selects outside managers, the firm combines direct portfolio management with the use of external specialists and published educational material to support clients and small-business owners. The firm offers fee options that include a percentage of AUM, hourly work and fixed-fee arrangements, allowing it to work with clients on ongoing investment management or discrete planning and project-based assignments. Its advisory activities explicitly include selection of other advisers and educational workshops, which signals a role that can coordinate outside managers and insurance partners rather than trying to house every capability in-house.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices