Tekton Wealth Advisors

Overview

Tekton Wealth Advisors is a privately owned limited liability company that combines insurance brokerage with advisory services. The firm is registered to operate in Arkansas and Arizona and is owned by an individual principal. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers — indicating the firm acts as a capital allocator that places client capital with outside managers when appropriate. Fee arrangements are flexible: Tekton charges on a percentage-of-AUM basis and also uses hourly and fixed-fee structures depending on client needs or engagement type. The firm is not identified as an active ESG investor. Tekton maintains ties to the insurance industry and lists an insurance company among its industry affiliations.

Investments & Alternatives

Location & Offices