Structure Wealth Management, LLC

Overview

Structure Wealth Management, LLC is an independent, individual-owned registered investment adviser that focuses on serving individuals and families. The firm bills primarily as a percentage of assets under management and also uses hourly fees for certain services. Its advisory scope includes comprehensive financial planning, discretionary portfolio management for individuals and small businesses, pension-related consulting services, and client education through publications and workshops. The firm is not positioned as an ESG-focused investor and does not operate as a capital allocator. It is not designated as a multi-state adviser and reports actively publishing educational material as part of its client-facing activities.

Assets & Accounts

Public Holdings

Investments & Alternatives