THE WEALTH MASTERY, LLC

Overview

The Wealth Mastery, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients and small businesses. Its advisory offering centers on financial planning and discretionary portfolio management, complemented by insurance brokerage services. The firm charges either a percentage of assets under management or hourly fees, which allows it to combine ongoing portfolio oversight with project-based planning work. Investment activity is concentrated in equities: the firm shows a clear preference for exchange-traded securities as the primary vehicle for client portfolios. Given the small client base and concentrated asset pool, The Wealth Mastery, LLC appears to run customized, account-level strategies rather than large, institutionalized model portfolios. It is not listed as an active ESG investor and operates on a single-state basis according to filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices