# Polley Wealth Management LLC

Polley Wealth Management LLC is a Multi Family Office based in Orlando, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Orlando, United States
- **Region:** North America
- **Address:** Denver, Colorado, United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/polleywealth

## Regulatory record

- **CRD number:** 305143
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305143

## About

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.

## Sectors

- Private Credit
- Real Estate
- Private Equity
- Hedge Funds

## People

- David Polley — Founder and President

## 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.

## Related profiles

- [OMNIWEALTH INVESTMENTS LLC](https://altss.com/profile/omniwealth-investments-llc)
- [Creole Wealth Solutions](https://altss.com/profile/creole-wealth-solutions-llc)

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Last updated: 2026-07-06T01:24:23.473Z

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