# Presidio Wealth Partners

Presidio Wealth Partners is a Multi Family Office based in Houston, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** Houston, TX, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** presidiowealthpartners.com
- **LinkedIn:** https://www.linkedin.com/company/presidio-wealth-partners

## Regulatory record

- **Reports private funds:** No

## About

Presidio Wealth Management is your trusted financial Planner in Salt Lake City, Utah serving small businesses, families, and medical professionals.

## Questions

### What is the firm's approach to selecting private investment managers?

The firm does not disclose its manager selection methodology publicly. Independent multi-family offices of this scale often combine direct access to fund managers with curated third-party research to construct private portfolios.

### How does Presidio Wealth Partners charge for its services?

Fee schedules are not publicly available. The standard model for independent multi-family offices is a fee-only advisory arrangement based on assets under advisement.

### How is Presidio Wealth Partners distinct from a private bank?

As an independent entity rather than a division of a bank, the firm is not structurally incentivized to distribute proprietary banking or lending products, a distinction that can influence the selection of third-party investment vehicles.

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- [Prepared Retirement Institute](https://altss.com/profile/prepared-retirement-institute)
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Last updated: 2026-07-06T01:24:23.596Z

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