Wealth Management Cpas, LLC

Overview

Wealth Management Cpas, LLC is an independent registered investment adviser that combines accounting services with wealth management. The firm is structured as a limited liability company, is owner-run, and became SEC-registered in 2022. Its practice serves both individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. The firm also lists accounting as a core business activity and maintains affiliations with accountancy, law firm, and insurance company channels. Fee arrangements include both a percentage of assets under management and hourly billing. The firm identifies itself as a capital allocator but is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices