Tusker Wealth Management, LLC

Overview

Tusker Wealth Management, LLC is a small, independent registered investment adviser that provides financial planning and discretionary portfolio management primarily for individuals, families and small institutions. The firm combines advisory services with insurance brokerage and publishes educational materials and hosts workshops, indicating an emphasis on client education alongside portfolio oversight. Engagements follow a flexible fee schedule — percentage of assets under management, hourly billing or fixed fees — allowing the firm to accommodate both ongoing advisory relationships and project-based work. Investment activity centers on pooled public funds rather than direct security selection. The firm reports discretionary control of its entire asset base and favors liquid, manager-driven vehicles to construct client portfolios. Client relationships appear boutique in scale, with hands-on planning and portfolio management tailored to individual and family needs as well as a limited institutional client segment.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices