WEALTH ADVISORY LAB LLC

Overview

Wealth Advisory Lab LLC is an individually owned limited liability company that provides financial planning and portfolio management services targeted at individuals and small businesses. The firm’s client-facing offerings are fee-based and include percentage-of-AUM billing alongside hourly and fixed-fee engagements, indicating flexibility in how it charges for advice and planning work. FINTRX lists the adviser as non‑ESG, single‑state (not multi‑state), not a pension consultant and not a capital allocator. The record classifies the firm as “unclassified,” and does not include a year of SEC registration. The firm maintains industry affiliations with a law firm and an insurance company, suggesting partnerships or referral relationships that may support estate, tax, or insurance planning for clients.

Assets & Accounts

Investments & Alternatives