Tenbroeck Wealth Management, LLC

Overview

Tenbroeck Wealth Management, LLC operates as an independent registered investment adviser organized as an LLC and owned by domestic individuals. The firm serves primarily individual and family clients and bills using a mix of asset-based fees and hourly charges. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, pension consulting services, and the selection of external advisers. The firm identifies itself as a capital allocator and lists an affiliation with an insurance company. Tenbroeck is not flagged as an active ESG investor and is not reported as a multi-state adviser. Its service set and fee structure indicate a boutique practice focused on hands-on planning and portfolio oversight rather than large-scale institutional products.

Assets & Accounts

Investments & Alternatives