Unleashed Financial LLC

Overview

Unleashed Financial LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families with financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its client fee model combines a percentage-of-AUM charge with the option for hourly fees. Unleashed does not self-identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related-adviser network. The firm functions as a capital allocator within the scope of its client work, suggesting it constructs or directs portfolios and may place client assets with third-party managers or strategies as part of its selection-of-advisers activity.

Assets & Accounts

Public Holdings

Location & Offices