Siol Wealth Advisors

Overview

Siol Wealth Advisors is an independent registered investment adviser organized as an LLC and owned by an individual. The firm acts as a capital allocator, working with both individual and family clients as well as institutional accounts. Its advisory services include financial planning, discretionary portfolio management for individuals/small businesses and for institutions, and selection of third‑party advisers. Siol also operates as an insurance broker and has roles tied to pooled investment vehicles (sponsor, GP, managing member), indicating involvement on both the advisory and product-sponsor sides. Fee arrangements reported include percentage-of-AUM billing and fixed fees. The firm does not list ESG investing as an active focus.

Assets & Accounts

Public Holdings

Investments & Alternatives