The Wealth Observatory

Overview

The Wealth Observatory is an independent registered investment adviser operating as a limited liability company under individual ownership. Its client mix is focused on individuals and families, and its advisory work centers on financial planning and portfolio management for individuals and small businesses. The firm charges a combination of percentage-of-AUM fees and fixed/hourly fees, and does not identify as an active ESG investor or a multi-state adviser. FINTRX data shows the firm is not positioned as a capital allocator, pension consultant, or related-adviser affiliate.

Assets & Accounts

Public Holdings

Investments & Alternatives