Whittier Green Wealth Management LLC

Overview

Whittier Green Wealth Management LLC is a small, privately owned limited liability company that provides financial planning and discretionary portfolio management targeted at individuals and small businesses. The firm operates on a percentage-of-assets-under-management fee model and is organized with an individual owner rather than as a multi-owner partnership or institutional entity. Its regulatory classification is listed as unclassified, and it does not act as a capital allocator. The adviser is not positioned as an ESG-focused investor, does not present itself as a multi-state adviser, and is not identified as a pension consultant or a related adviser to another firm. Services center on planning and portfolio management rather than institutional consulting or alternative-asset sourcing.

Location & Offices