Tailored Wealth, LLC

Overview

Tailored Wealth, LLC operates as a limited liability company that provides fee-based advisory services. Public registration details are sparse: the firm's SEC registration year is not listed and it is classified as "Unclassified" in the provided data. It is not identified as a multistate adviser and is not described as a newly formed firm. The firm offers core advisory services centered on financial planning and portfolio management for individuals and small businesses. Its service menu also includes pension consulting and the selection of other advisers, indicating it can recommend or retain third‑party managers or subadvisers on behalf of clients. Fee arrangements include both a percentage-of-assets model and fixed-fee engagements. Tailored Wealth is noted as a capital allocator, which suggests it directs client capital across managers or vehicles rather than exclusively managing all assets in-house. The firm is not marked as an active ESG investor. The snapshot flags a discrepancy between listed services and regulatory designations: pension consulting appears among its advisory activities even though it is not separately identified as a pension consultant in the dataset.