Whittier Green Wealth Management LLC

Overview

Whittier Green Wealth Management LLC is an individual-owned limited liability company that provides financial planning and discretionary portfolio management geared toward individuals and small businesses. The firm charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements, and does not identify as a multi-state adviser or an active ESG investor. It is not listed as a capital allocator, nor as a pension consultant or related adviser. The firm's regulatory registration year is not provided in the available data. Business activity is focused on standard advisory services—financial planning and managing portfolios for private clients—rather than institutional capital deployment. The organizational classification is listed as unclassified, which, together with the owner-type and fee options, suggests a boutique adviser operating at a retail/private-client scale.

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