15 Wealth Advisors LLC

15 Wealth Advisors provides personalized investment management and financial planning services for individuals, families, businesses, and retirement plans. The firm builds customized portfolios based on each client's goals, risk tolerance, and time horizon, utilizing strategies such as fundamental and quantitative analysis primarily through exchange-traded funds, mutual funds, and individual securities. In addition to ongoing portfolio management, 15 Wealth Advisors offers financial planning covering retirement, taxes, estate planning, education funding, and insurance, as well as retirement plan consulting for employers. Clients can engage the firm for investment management, standalone financial planning, or both. 15 Wealth Advisors requires clients to use LPL Financial as their custodian and broker-dealer.