Wealthbound Advisors

Overview

Wealthbound Advisors is an independent, privately owned limited liability company that provides financial planning and portfolio management primarily to individual and family clients, as well as small-business owners. The firm is state-registered in Arizona and California and operates under an owner-type classified as individual. Compensation is a mix of percentage-of-AUM and fixed-fee arrangements. Operationally the practice is small and retail-focused. The firm does not identify as an ESG investor and is not positioned as a capital allocator or pension consultant; its advisory scope centers on straightforward planning and discretionary portfolio management for personal clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices