TAXABLE WEALTH

Overview

Taxable Wealth is an independent RIA organized as a limited liability company that leans toward direct equity exposure and discretionary portfolio management. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and manager selection services. Its client base blends high-net-worth individuals and families with some institutional relationships. Fee arrangements include a percentage of AUM as well as hourly and fixed-fee work, reflecting a mix of ongoing portfolio oversight and project-based advice. Investment activity is tilted toward exchange-traded equities as the primary growth engine, with a willingness to allocate to external managers and pooled vehicles when it fits client objectives. The firm is not positioned as an active ESG investor and does not operate as a multi-state adviser or pension consultant. Its stated business model emphasizes discretionary management and selection of other advisers, and the firm has affiliations that indicate sponsor/GP roles in pooled investment vehicles.

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Public Holdings

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Location & Offices