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Objective Wealth Management
Objective Wealth Management is a bank / wealth / trust based in New York, founded 2018, managing approximately $214M; the Altss profile covers its...
Objective Wealth Management
Develop a solid investment foundation. We will develop a customized plan and investment policy based upon our clients goals.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Frequently asked questions
How does Objective Wealth Management describe its investment approach?
The firm emphasizes customized planning and investment policy built around a client's goals. Its published capabilities include concentrated equity strategies — hedging, monetization, and tax-efficient diversification — along with tactical portfolio management and fixed-income and debt securities.
How is Objective Wealth Management compensated?
The firm states that its compensation is not based on sales volume, positioning this as a structural departure from the models it observed at banks, brokerage houses, and insurance companies. Further details on its specific fee schedule have not been publicly disclosed.
What types of equity positions does the firm handle?
Objective Wealth Management works with clients holding concentrated equity positions, offering services around hedging, monetization, tax-efficient diversification, and tax-efficient gifting. The firm also addresses stock option planning.
Does Objective Wealth Management manage assets for institutions or only individuals?
The firm's public materials are directed at individual investors and prospective clients. It has not disclosed any institutional separate accounts, fund vehicles, or foundation relationships.
Who founded Objective Wealth Management?
The firm has not publicly named its founders or current investment leadership on its website or in available primary sources.
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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