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Polley Wealth Management LLC
POLLEY WEALTH MANAGEMENT LLC is a state-registered investment adviser in ORLANDO, FL. The firm manages $21 million in assets, $20 million on a discretionary...
Overview
POLLEY WEALTH MANAGEMENT LLC is a state-registered investment adviser in ORLANDO, FL. The firm manages $21 million in assets, $20 million on a discretionary basis. It has 3 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Orlando
Corporate office
Denver, Colorado, United States
Principals
David Polley
Founder and President
Sector focus
Frequently asked questions
Who runs investment decisions at Polley Wealth Management?
David Polley, founder and president, leads the firm's investment and strategic decisions. He oversees the team that constructs portfolios across private credit, real estate, private equity, and hedge funds. No other named professionals appear in public records.
Does Polley Wealth Management participate in fund commitments or direct deals?
The firm uses both approaches—investing in third-party funds and executing direct investments. Its asset classes include private credit, real estate, private equity, and hedge funds, all of which can be accessed via fund commitments or co-investments. Specific deal examples are not publicly disclosed.
How is Polley Wealth related to other financial entities?
Polley Wealth Management LLC is an independent registered investment advisor with no publicly disclosed ownership ties to larger parent firms or spinouts. It operates as a standalone entity under David Polley's leadership.
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