WEALTHPAVER

Overview

Wealthpaver is a small, LLC-structured registered investment adviser that provides portfolio management for individuals and small businesses. Registered with the SEC in 2018, the firm operates on a percentage-of-AUM fee model and identifies individual and family clients as its primary base. Investment activity is concentrated on liquid, publicly traded equity instruments, but the firm lists a wider toolkit that includes third‑party alternative fund access and mutual funds. Wealthpaver’s filings also show an affiliation with accounting professionals, suggesting coordination with tax and bookkeeping advisers as part of client service.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices