# Raimond Wealth Management

Raimond Wealth Management is an Asset Manager based in Getzville, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Getzville, United States
- **Region:** North America
- **Address:** Charleston, SC, United States
- **Founded:** 2012
- **Assets under management:** $250M - $500M (Altss estimate)
- **Website:** raimondwm.com

## Regulatory record

- **CRD number:** 126302
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/126302

## About

RAIMOND WEALTH MANAGEMENT LLC is a state-registered investment adviser in GETZVILLE, NY. The firm manages approximately $70 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Wealth Management
- Financial Services

## Offices

- Charlotte, NC, United States
- Raleigh, NC, United States

## People

- Blake Raimond — Founder & Managing Partner

## Questions

### Is Raimond Wealth Management a broker-dealer or an RIA?

Raimond operates as a fee-only registered investment advisor, not a broker-dealer. The firm's Form ADV filings explicitly state that it does not receive commissions or sell proprietary products. It maintains a fiduciary standard for all client relationships.

### How does Raimond access private-market investments?

Raimond does not run an internal direct-investing program. Instead, the firm allocates to private real estate, private credit, and private equity through third-party managers and interval-fund structures via custodial platforms at Schwab and Fidelity. The manager roster has included Blackstone, Cliffwater, and iCapital.

### Who makes final investment decisions at the firm?

Blake Raimond chairs the investment committee as founder and managing partner. The committee also includes senior advisors from the Charlotte and Raleigh offices. Committee members vote on all material allocation changes and new-manager additions, with Raimond holding a tie-breaking vote when needed.

### What is Raimond's stated approach to advisor succession?

Raimond has built an internal ownership-transition model that vests equity in next-generation advisors over a multi-year period, rather than planning a single external sale. This structure is designed to keep client relationships intact and avoid the asset-migration risk common when a founder exits to a consolidator.

## Related profiles

- [Carlyle Wealth Planning](https://altss.com/profile/carlyle-wealth-planning)
- [Engleson & Associates](https://altss.com/profile/engleson-and-associates)

---

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

Canonical page: https://altss.com/profile/raimond-wealth-management-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology