WARDIAN WEALTH MANAGEMENT, INC.

Overview

Wardian Wealth Management, Inc. is organized as a corporation with an individual owner and functions more as a capital allocator and financial planning practice than a full-service asset manager. The firm’s listed advisory activities center on financial planning and the selection of other advisers, and its business activities include insurance brokerage. Fee arrangements include hourly charges and other non-traditional advisory fees, which aligns with a consulting or planning-first model rather than a pure assets-under-management model. Investment activity appears oriented toward using third-party managers rather than running large proprietary portfolios. The firm allocates to mutual funds and annuities for core client needs and taps external alternative managers—specifically hedge funds and real estate strategies—when appropriate. Wardian Wealth Management, Inc. does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices