SUGDEN WEALTH MANAGEMENT, LLC

Overview

Sugden Wealth Management, LLC is an independent, individually owned registered investment adviser operating as a limited liability company. The firm focuses on individual and family clients and provides financial planning and portfolio management services for individuals and small business owners. Its fee model includes asset-based fees, hourly billing, and fixed-fee engagements. The firm is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser in the available filings.

Assets & Accounts

Public Holdings

Investments & Alternatives