WEALTHTARGET INVESTMENT ADVISORS, LLC

Overview

Wealthtarget Investment Advisors, LLC is an independent registered investment adviser operating as a limited liability company that serves both individual/family and institutional clients. The firm combines fee‑based asset management with hourly financial planning, and its advisory scope includes portfolio management for individuals and small businesses, portfolio services for institutions, and pension consulting. Investment activity shows a clear preference for pooled public vehicles—primarily mutual funds—used as the core building blocks for client portfolios, supplemented by fixed‑income vehicles and income‑oriented products. The firm is not positioned as an ESG specialist and is not structured as a multi‑state adviser. A notable characteristic of the manager is the split between discretionary and non‑discretionary relationships: a meaningful portion of client assets are managed under discretion, while a substantial segment remains client‑directed. That mix points to a hybrid service model in which Wealthtarget balances delegated portfolio management with advisory work where clients retain final control.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices