Wealth Team LLC

Overview

Wealth Team LLC is a small, independent registered investment adviser organized as a limited liability company that focuses on individual and family clients, including a subset of small-business owners. The firm’s advisory work centers on financial planning and discretionary portfolio management for retail clients; fee arrangements are flexible and include a percentage-of-assets model alongside hourly and fixed-fee engagements for planning work. Investment activity is concentrated in pooled public vehicles—chiefly mutual funds—for core equity and fixed-income exposure, with selective allocations to externally managed real estate strategies as an alternative sleeve. Given the firm’s scale, portfolio construction appears built around third-party fund managers and mutual fund wrappers rather than an extensive proprietary platform or broad direct-investing programs. The adviser does not position itself as an ESG-focused manager, and it operates as a single-state practice without pension consulting or related-adviser arrangements.

Assets & Accounts

Investments & Alternatives

Location & Offices