Tactical Wealth Partners

Overview

Tactical Wealth Partners is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its business model blends discretionary portfolio management with adviser-of-advisers activity: Tactical Wealth Partners acts as a capital allocator, outsourcing portions of client portfolios to third‑party managers when appropriate. Investment implementation centers on public mutual funds as the core building block, supplemented by allocations to third‑party alternative managers in hedge funds and real estate. The firm does not identify itself as an active ESG investor. Fee arrangements include a mix of AUM‑based fees, fixed fees and other fee structures, reflecting a flexible pricing model for a range of client needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices