WHOLE WEALTH MANAGEMENT

Overview

Whole Wealth Management operates as a small, owner-led limited liability company focused on advisory and financial planning engagements rather than running a large discretionary asset-management platform. The firm provides financial planning services and also conducts business as a registered representative of a broker-dealer and as an insurance broker, which suggests client solutions are delivered through a mix of fee-for-service planning engagements and product placements executed through brokerage or insurance channels. Fee arrangements are non-asset-based, using hourly charges and fixed fees, which aligns with a planning-centric model and episodic client work rather than ongoing wrap-fee asset management. The firm does not identify as an ESG-focused investor, is not set up as a multi-state adviser, and is not positioned as a capital allocator. Classification is listed as unclassified, and the owner type is individual, indicating a compact practice likely focused on a local or regional client base and tailored planning relationships rather than scale institutional mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices