TESTAMENT WEALTH MANAGEMENT

Overview

Testament Wealth Management is organized as a limited liability company under individual ownership and positions itself as a small advisory practice serving individuals and small businesses. Its stated advisory services are financial planning and portfolio management, and the firm uses a mix of fee models — percentage of AUM as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or capital allocator. Given the fee mix, the firm appears set up to support both ongoing portfolio relationships and project-based financial planning work. The limited public descriptors available place emphasis on direct client advisory work rather than institutional or large-scale asset management.

Assets & Accounts

Location & Offices