TAILORED WEALTH SOLUTIONS

Overview

Tailored Wealth Solutions is a newly formed limited liability company that registered with the SEC in 2026 and is individually owned. The firm positions itself as a capital allocator serving individuals and small businesses, offering financial planning, portfolio management, selection of other advisers, and educational seminars/workshops. Its fee menu is flexible and includes percentage-of-AUM charges, hourly billing, subscription fees, and fixed fees. The firm indicates a broad investment remit and is not marked as an active ESG investor. The selection-of-other-advisers capability and the capital allocator designation point to a model that will rely on third-party managers and external funds alongside in-house advice.

Assets & Accounts

Investments & Alternatives

Location & Offices