Wealthbound Advisors

Overview

Wealthbound Advisors is an independent RIA organized as an LLC and run by an individual owner. The firm focuses on fee-based wealth management for individuals, families and small business owners, offering financial planning and discretionary portfolio management. Its fee schedule combines a percentage-of-AUM component with fixed-fee engagements. Wealthbound does not position itself as an ESG investor, a pension consultant, or a multi-state adviser in its filings. Investment activity is concentrated in pooled public vehicles rather than bespoke private or direct-equity strategies. With a small client roster and modest assets under management, the firm appears to deliver straightforward, fund-based asset allocation and planning services rather than large-scale institutional or alternative asset programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices