Theory79 Wealth Design LLC

Overview

Theory79 Wealth Design LLC is organized as a limited liability company and positions itself as a capital allocator that provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm charges clients using a mix of percentage-of-AUM and fixed-fee arrangements. It does not identify itself as an active ESG investor, is not registered as a multi-state adviser, and is not described as a pension consultant or related adviser. The firm's listed industry affiliation ties it to an accountant, which may reflect either a professional relationship or a founder background in accounting.

Assets & Accounts

Location & Offices