Wentsel Wealth Management, LLC

Overview

Wentsel Wealth Management, LLC is an independent, owner-operated registered investment adviser that serves individuals and families. The firm runs a fee-based practice with flexible engagement options — percentage of AUM, hourly, and fixed-fee arrangements — and delivers financial planning plus portfolio management for individuals, small businesses and institutional clients, along with pension consulting services. Investment activity is concentrated in publicly traded pooled vehicles; the firm acts largely in a discretionary capacity and emphasizes diversified, professionally managed mutual fund exposure rather than building concentrated single-stock positions. The firm is not positioned as an ESG-focused allocator and is not reported as a multi-state adviser. Given its scale and client base, Wentsel Wealth Management appears to favor scalable, liquid solutions that simplify reporting and custody while allowing for basic customization within managed sleeves.

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Public Holdings

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Location & Offices