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Black Dog Wealth, LLC
Black Dog Wealth provides comprehensive, judgment-free financial guidance for service members, federal employees, and busy families. They act as fiduciaries...
Black Dog Wealth, LLC
Black Dog Wealth provides comprehensive, judgment-free financial guidance for service members, federal employees, and busy families. They act as fiduciaries with no commissions, offering comprehensive planning, project-based plans, investment management, and speaking and workshops. The firm was founded by Vanessa Alanis to provide real-world financial guidance that is compassionate and practical.
General information
Firm type
RIA
Location
City
Kings Mountain
Principals
Vanessa Alanis
Matthew Cole
Founder
Juan Soto
Co-Founder
Benjamin Shaw
COO
Frequently asked questions
Does Black Dog Wealth participate in direct investments or fund commitments?
No direct investments, fund commitments, or co-investment activity have been publicly attributed to Black Dog Wealth. The firm does not appear in any SEC 13F filings, private-placement transaction records, or news reports covering deals. Its capital-deployment approach remains unconfirmed.
What investment stages or sectors does Black Dog Wealth target?
There are no publicly available disclosures regarding the firm's preferred investment stages, sectors, or geographic focus. No sector tags or portfolio companies have been associated with Black Dog Wealth in any verifiable source. The firm's investment mandate is entirely opaque.
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