Therawealth, LLC

Overview

Therawealth, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm services individual and family clients and combines advisory work—financial planning and portfolio management for individuals and small businesses—with insurance brokerage activities. Its fee arrangements include both a percentage-of-assets model and fixed fees. Therawealth does not present itself as a multi-state or pension consultant adviser, and it is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices