Structure Wealth Partners LLC

Overview

Structure Wealth Partners LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm offers advisory and planning services to individual and family clients and positions itself as a capital allocator that can place client capital with third‑party managers. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and selection of other advisers. The firm also operates as an insurance broker and charges clients using a mix of percentage‑of‑AUM, hourly, and fixed fees. The adviser is SEC‑registered (registered in 2025 per the snapshot) but is not listed as an active ESG investor and does not identify as a multi‑state pension consultant or related adviser. Part of its practice is coordinating outside managers and vehicles rather than relying solely on internally managed strategies.

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Location & Offices