Think Different Wealth Advisors LLC

Overview

Think Different Wealth Advisors LLC is a small, independent registered investment adviser that focuses on tailored planning and portfolio management for individuals and families, including small-business owners. The firm’s mandate leans toward equity-centered portfolios, with a preference for exchange-traded instruments alongside traditional mutual funds. Fee arrangements are flexible and include asset-based fees, hourly billing and fixed-fee engagements, which supports both ongoing investment management relationships and project-based planning work. With a concentrated client roster, the firm appears to work closely with each household, structuring portfolios around publicly traded securities while selectively using third-party alternative managers to add diversification. The adviser does not position itself as a capital allocator or run its own closed-end private funds; instead, it leverages external managers and pooled vehicles when alternative exposure is desired. The firm is not an active ESG investor and does not describe itself as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices