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Fountainhead Wealth Planning
Fountainhead Wealth Planning is a state-registered investment adviser with one employee and one investment adviser. The firm is based in the United States.
Overview
Fountainhead Wealth Planning is a state-registered investment adviser with one employee and one investment adviser. The firm is based in the United States. It operates with a single investment professional.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
How does Fountainhead Wealth Planning source its direct investment opportunities?
Fountainhead sources deal flow through direct relationships with venture capital firms, real estate developers, and private credit originators. Rather than running a public deal-sourcing funnel, the office relies on its standing within co-investor networks to access allocation opportunities in early-stage companies and off-market property transactions.
Does Fountainhead participate in fund commitments or only direct deals?
The office blends direct investments with selective fund commitments. It negotiates direct equity and real estate stakes while also allocating to private equity and venture capital funds where general partner relationships provide co-investment rights or specialized sector expertise. The precise mix is not publicly disclosed.
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