Theta Wealth Partners

Overview

Theta Wealth Partners is a small, owner-operated limited liability company that provides fee-based advisory services focused on financial planning and discretionary portfolio management. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses or institutional clients. The firm charges clients a percentage of assets under management and appears structured as a single-owner advisory practice rather than a multi-branch or multi-state RIA. The firm is not positioned as a capital allocator or a multi-state advisor, and it does not identify as an active ESG investor. An industry affiliation with an insurance company is listed, which aligns with the firm’s use of insurance-linked products in client portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices