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Aboveboard Wealth Management
Aboveboard Wealth Management is a multi-family office RIA serving high-net-worth families through comprehensive wealth advisory with a compliance-first...
Aboveboard Wealth Management
Aboveboard Wealth Management is structured as a registered investment advisor providing outsourced family-office services. Its service model typically encompasses investment management, estate planning, tax strategy, and philanthropic advising. The firm targets ultra-high-net-worth families seeking integrated wealth governance without the overhead of a dedicated single-family office. Geographic coverage is US-centric, with no confirmed international offices. Aboveboard's core offering revolves around conflict-mitigation and transparency tools for family financial governance. The firm has not publicly disclosed AUM or named investment principals. This sparsity in public information is common among RIAs that serve both as fiduciaries and privacy custodians. Structural differentiator lies in its regulatory posture: as an RIA, Aboveboard is bound by a fiduciary standard that prohibits many of the conflicts embedded in traditional private banking. This fiduciary architecture separates the firm from broker-dealers or trust companies that may prioritize proprietary products over client outcomes.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
United States
Frequently asked questions
What services does Aboveboard Wealth Management offer?
Aboveboard Wealth Management provides integrated family-office services, typically including investment management, estate planning, tax advisory, and philanthropic guidance. As an RIA, it operates under a fiduciary standard requiring full disclosure of conflicts.
How is Aboveboard Wealth Management regulated?
Aboveboard Wealth Management is registered as a Registered Investment Advisor with the SEC or appropriate state authority. This regulatory framework mandates fiduciary duty to clients.
Does Aboveboard Wealth Management manage direct investments?
The firm's investment management approach is not publicly documented. RIAs of its size commonly allocate through third-party asset managers, direct co-investments, or custom portfolios depending on client mandates.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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