VAN REED WEALTH MANAGEMENT LLC

Overview

Van Reed Wealth Management LLC is an independent, single-owner registered investment adviser organized as an LLC that focuses on individual and family clients. The firm acts as a capital allocator and offers traditional advisory services—financial planning, portfolio management for individuals and small businesses, and selection of outside managers—while also operating as a registered representative of a broker-dealer and as an insurance broker. Its fee model is a mix of percentage-of-AUM billing along with hourly and fixed-fee arrangements. The firm is not an active ESG investor, does not describe itself as a multi-state adviser, and does not position as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives