SHE WEALTH ADVISORS LLC

Overview

SHE Wealth Advisors LLC is a small, individually owned limited liability company that provides advisory services to individual and family clients. The firm focuses on portfolio management for individuals and small businesses and supplements that work by selecting third‑party advisers when appropriate. It also produces written materials and runs educational seminars and workshops for clients and prospects. SHE Wealth charges a mix of percentage‑of‑AUM, hourly, and fixed fees and identifies itself as a capital allocator. The firm does not position itself as an ESG investor and, per the available filing, operates within a single jurisdiction rather than as a multi‑state advisor.

Assets & Accounts

Public Holdings

Investments & Alternatives