Shifting The Culture Wealth Partners LLC

Overview

Shifting The Culture Wealth Partners LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients with a mix of financial planning and portfolio management for individuals and small businesses. Its service set also includes selecting third‑party advisers and delivering educational seminars or workshops. Fee arrangements are a combination of percentage‑of‑AUM and fixed fees. The firm identifies itself as a capital allocator and does not flag ESG investing as an active focus.

Assets & Accounts

Public Holdings

Investments & Alternatives