Reconstructing Wealth

Overview

Reconstructing Wealth is an independent registered investment adviser organized as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees and hourly fees and operates primarily on a discretionary basis—the entirety of its reported assets are discretionary. Investment activity is equity‑centric: filings show a clear preference for exchange‑traded equities as the primary building block of client portfolios, supplemented with mutual funds and occasional allocations to third‑party hedge funds. The firm is not positioned as a capital allocator or multi‑state adviser and does not identify as an active ESG investor. Given its client base and asset scale, the investment approach appears practical and execution‑focused: core equity exposure through exchange‑traded instruments, tactical or satellite exposures via mutual funds and hedge fund managers when appropriate, and portfolio management tailored to individual and family objectives.

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Public Holdings

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Location & Offices