Wealthpaver

Overview

Wealthpaver is a California-based limited liability company operating as an independent registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm serves individual and family clients on a percentage-of-assets-under-management fee basis. Ownership is listed as a combination of a domestic entity and an individual. Wealthpaver does not position itself as a capital allocator and is not an active ESG investor; it appears to operate primarily within California and maintains an industry affiliation with accounting professionals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices