Woven Prosperity

Overview

Woven Prosperity is a small, independent registered investment adviser organized as a sole proprietorship that serves individual and family clients. The firm offers financial planning and discretionary portfolio management for individuals and small businesses and bills clients primarily as a percentage of assets under management, supplemented by hourly fees for certain services. The firm identifies as an active ESG investor and does not present itself as a multi-state adviser, capital allocator, pension consultant, or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives