# Objective Wealth Management

Objective Wealth Management is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** owmanagement.com

## Regulatory record

- **Reports private funds:** No

## About

Develop a solid investment foundation. We will develop a customized plan and investment policy based upon our clients goals.

## 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.

## Related profiles

- [OBI SQUARED Ventures](https://altss.com/profile/obi-squared-ventures)
- [Objectivity Squared Wealth Management](https://altss.com/profile/objectivity-squared-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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