Unrivaled Wealth Management

Overview

Unrivaled Wealth Management is an independent RIA organized as a limited liability company and run by an individual owner. The firm serves individual and family clients and positions itself as a capital allocator, building fee-based relationships that can include percentage-of-AUM billing, hourly work and fixed-fee engagements. Advisory services listed on its registration emphasize comprehensive financial planning, discretionary portfolio management for both individuals/small businesses and businesses/institutions, selection of third‑party advisers, and educational seminars. Investment activity leans toward pooled public vehicles rather than direct-stock strategies. The firm reports a clear preference for public funds and mutual funds as the primary building blocks for client portfolios and uses outside managers when allocating to alternative strategies. Unrivaled Wealth Management is not an active ESG investor and does not present as a multi‑state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices