Traction Wealth Management, LLC

Overview

Traction Wealth Management, LLC is an independent, owner-operated RIA that focuses on individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, plus pension consulting and selection-of-other-advisers services. Traction operates as a capital allocator, meaning it uses third-party managers and pooled investment vehicles alongside direct portfolio management. The adviser charges a mix of percentage-of-AUM and fixed fees and does not position itself as an ESG-focused or multi-state adviser. Investment activity is concentrated in publicly available pooled funds rather than direct stock selection. The firm’s stated advisory scope and capital allocator role indicate a preference for assembling diversified, manager-driven solutions for clients rather than building concentrated single-stock portfolios in-house.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices