Multi-Family OfficeRIA · CRD 322422SEC-Registered

Updated:

Akamai Wealth Management

Akamai Wealth Management is a US-based RIA and multi-family office offering fiduciary wealth, tax, and estate planning to high-net-worth families.

Akamai Wealth Management

Akamai Wealth Management is organized as a limited liability company and registered as an RIA, indicating a fee-based fiduciary model. The firm was founded to serve families with complex financial needs, though its founding year and original principals are not part of public disclosure. Its wealth management approach integrates investment management with tax planning, estate structuring, and philanthropic advisory, a common architecture among multi-family offices. The firm’s investment strategy appears to rely on a diversified portfolio of public market securities, though specific asset class allocation, direct deal activity, and co-investment frequency are not publicly documented. Akamai does not appear to operate a direct investment arm or co-investment vehicle, distinguishing it from single-family offices that deploy capital into private companies or alternative assets. Geographic focus is domestic, with no disclosed non-US exposure or international offices. Team size and professional names are not publicly available; the firm does not maintain a public website or detailed regulatory filings beyond basic RIA registration. There are no known philanthropic foundations, operating companies, or industry club memberships publicly associated with Akamai. The firm has not publicly reported any capital deployment, hiring, or strategic event in the last 24 months. Akamai’s structural differentiator lies in its RIA chassis, which subjects it to a fiduciary standard and regulatory oversight by state or SEC authorities, in contrast to single-family offices that operate without such registration. The firm appears designed for families seeking institutional-grade fiduciary guidance without the operational scale of a larger multi-family office.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

US

City

Corporate office

United States

Sector focus

Wealth ManagementFinancial Planning

Frequently asked questions

Who runs investment decisions at Akamai Wealth Management?

Akamai Wealth Management does not publicly name its investment committee or CIO. As an RIA, investment decisions are made by the firm's advisor team, but individual professionals are not listed in public records. The firm's ADV filing or state registration records may name a principal, but this information is not broadly searchable.

Is Akamai Wealth Management a single-family office or multi-family office?

The firm's RIA registration and lack of a disclosed single-family beneficiary suggest it operates as a multi-family office or wealth management firm serving multiple unrelated families. It is not structured as a single-family office, which would typically be exempt from RIA registration.

Does Akamai Wealth Management invest in private equity, venture capital, or direct deals?

There is no public evidence that Akamai Wealth Management engages in direct private equity, venture capital, or co-investments. Its public registration indicates a focus on portfolio management using public market securities, rather than direct deal-making or GP-led fund commitments.

What is Akamai Wealth Management's typical client net worth threshold?

The firm does not publicly disclose minimum net worth or investable asset requirements. As a multi-family office, it likely serves clients with at least $5 million to $10 million in investable assets, reflecting the complexity of tax, estate, and philanthropic planning it offers.

How does Akamai Wealth Management source investment opportunities?

Akamai Wealth Management's sourcing model is not publicly documented. Given its RIA structure, the firm likely outsources investment research to third-party custodians, broker-dealers, or registered investment research providers. Proprietary deal origination is not a known feature of the firm.

Profile maintained by 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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