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Boardwalk Wealth Management
Boardwalk Wealth Management is an RIA and multi-family office investing in private credit, real estate, and energy transition. Structure is undisclosed.
Boardwalk Wealth Management
BOARDWALK WEALTH MANAGEMENT is an SEC-registered investment adviser in ANN ARBOR, MI. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Sector focus
Frequently asked questions
How does Boardwalk Wealth Management source deal flow?
The firm does not publicly detail its sourcing model. As a multi-family office and RIA, it likely relies on GP relationships and co-investment networks, but no specific sourcing channels are disclosed.
Is Boardwalk Wealth Management a single family office or multi-family office?
Public records classify the firm as an RIA and multi-family office, serving multiple high-net-worth families. It does not appear to be tied to one single fortune.
What investment stages does Boardwalk target?
Boardwalk focuses on direct and co-investments, often in control-oriented positions. Stage focus spans private credit, real estate, and infrastructure, but specific stages (e.g., growth equity, distressed) are not specified.
Does Boardwalk Wealth Management maintain any philanthropic structures?
No philanthropic vehicles or foundations are publicly disclosed for the firm.
Where does the underlying wealth come from?
The firm does not disclose the origin of its clients' wealth. As a multi-family office, assets likely originate from multiple family fortunes, but no specific source is named.
What known investments has Boardwalk made?
No specific portfolio companies or deals are publicly attributed to Boardwalk Wealth Management. The firm lacks a public track record outside its regulatory filings.
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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