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Polley Wealth Management LLC
POLLEY WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in ORLANDO, FL. The firm manages $21 million in assets, $20 million on a discretionary...
Polley Wealth Management LLC
POLLEY WEALTH MANAGEMENT LLC is an SEC-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.
Is Polley Wealth structured as a single family office or multi-family office?
Polley Wealth Management operates as a registered investment advisor offering multi-family office services. It serves multiple wealthy families rather than a single dynasty, distinguishing it from single-family offices. The firm is registered with the SEC as an RIA.
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.
What investment stages does Polley Wealth typically target?
Polley Wealth focuses on private credit and private equity, likely targeting later-stage and mature opportunities. Real estate and hedge fund allocations round out the portfolio. Stage-specific targets are not detailed in public filings.
Which sectors does Polley Wealth explicitly avoid?
The firm has not publicly disclosed any sector exclusions. Its known allocation range spans private credit, real estate, private equity, and hedge funds, suggesting a broad mandate within those asset classes.
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.
Where does the underlying wealth come from?
The origin of wealth managed by Polley Wealth has not been publicly disclosed. The firm serves multiple families, each with independent sources of capital. No single wealth origin is attributed to the firm itself.
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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