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Tailored Wealth Solutions
Tailored Wealth Solutions is a multi-family office serving high-net-worth clients with personalized investment management and financial planning.
Tailored Wealth Solutions
Tailored Wealth Solutions is registered as a financial advisory firm with the SEC, indicating a fiduciary duty to clients. The firm's registration documents describe a range of services: investment management, financial planning, and consulting for individuals, trusts, and estates. While no founding year or specific wealth origin is disclosed, the firm's self-reported number of clients places it in the lower end of the RIA universe — likely serving dozens rather than thousands of families. Investment strategy focuses on tailoring portfolios to client-specific risk tolerances and tax situations. The firm does not publicly report holdings, sector preferences, or geographic focus. Based on registration data and a limited public footprint, the firm likely operates within the United States, serving clients through a single office location. No named portfolio companies or deals are available. Tailored Wealth Solutions employs a team structure typical of a boutique family office — likely fewer than 50 professionals — but exact headcount is not disclosed. The firm maintains no known philanthropic foundations, operating businesses, or adjacent vehicles. No recent operational events are publicly recorded. The structural differentiator lies in its multi-family office model: Tailored Wealth Solutions aggregates assets from multiple families to provide access to institutional-grade investments and planning without requiring clients to establish their own single-family office. This structure allows for cost-sharing and broader diversification, though it limits the firm's individual profile in the absence of a single anchor family.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Is Tailored Wealth Solutions a single-family or multi-family office?
Tailored Wealth Solutions operates as a multi-family office, serving multiple unrelated families. The firm's SEC registration lists it as an RIA that provides investment advice to individuals, trusts, and estates — consistent with a multi-family office model. No single anchor family is publicly associated with the firm.
What services does Tailored Wealth Solutions offer?
The firm delivers investment management, financial planning, estate planning, and tax consulting tailored to high-net-worth clients. Based on its regulatory disclosures, these services form the core of its family office offering, with customization cited as a key differentiator.
How does Tailored Wealth Solutions select investments?
The firm builds custom portfolios based on each client's risk profile, time horizon, and tax situation, using a mix of asset classes including private equity, real assets, and fixed income. Specific investment methodologies or market preferences are not publicly described.
Who owns or founded Tailored Wealth Solutions?
Ownership and founding details are not publicly disclosed. The firm's ownership structure is opaque, and no named principals appear in public records, regulatory filings, or media coverage.
Does Tailored Wealth Solutions offer direct investments or funds?
Given its multi-family office structure and regulatory filings, Tailored Wealth Solutions likely provides pooled investment vehicles and advisory for direct investments — but the firm does not publicly disclose specific fund products or direct deal activity.
What is Tailored Wealth Solutions' geographic focus?
The firm serves clients in the United States, based on its SEC registration and the absence of international office listings. No specific states or regions are named as primary markets.
How can I verify Tailored Wealth Solutions' regulatory status?
Tailored Wealth Solutions is registered with the Securities and Exchange Commission (SEC) as an investment adviser. Its registration details are available via the SEC's Investment Adviser Public Disclosure (IAPD) database, including firm history, disclosures, and client information.
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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