Wysopal Wealth

Overview

Wysopal Wealth is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients with a mix of fee arrangements that include a percentage of assets under management, hourly charges, and fixed fees. Core advisory services are financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. The firm does not identify as an active ESG investor, is not marked as a multistate adviser in the source data, and is not positioned as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives