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WYOMING WEALTH MANAGEMENT, LLC
Wyoming Wealth Management is a Jackson-headquartered registered investment advisor (RIA) operating as a multi-family office.
WYOMING WEALTH MANAGEMENT, LLC
Wyoming Wealth Management is a Jackson-headquartered registered investment advisor (RIA) operating as a multi-family office. The firm's exact founding year and named principals are not part of the public record, but its location in Teton County aligns with a region that has attracted significant family office activity due to Wyoming's trust-friendly laws and absence of state income tax (per public record). The firm's investment approach centers on discretionary asset management for high-net-worth clients, typically allocating across public equities, fixed income, and alternative investments. There is no public evidence that Wyoming Wealth Management engages in direct private equity or venture capital deals; it operates as a traditional wealth manager rather than an active principal investor (per public record). The firm's geographic footprint is limited to Jackson, Wyoming, with no disclosed additional offices. Wyoming Wealth Management's team size is not publicly disclosed. The firm does not maintain an active LinkedIn presence or a publicly available website that details team profiles, deploying professionals, or AUM figures. Its posture appears consistent with a small, locally focused RIA serving families who have relocated assets to Wyoming (per public record). No recent operational events — such as new hires, fund launches, or strategic pivots — are available in public sources. The structural differentiator of Wyoming Wealth Management lies in its Wyoming domicile, offering clients a state with no corporate or personal income tax and strong asset-protection laws. This is a governance advantage for families seeking a stable, low-tax jurisdiction for their wealth management entity. However, the firm's lack of public transparency around investment strategy, team, and AUM limits comparison with more visible family offices.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Jackson
Corporate office
Jackson, WY, United States
Frequently asked questions
Who manages investment decisions at Wyoming Wealth Management?
The firm's named principals and CIO are not publicly disclosed. As a registered RIA, the firm's advisors are subject to SEC oversight, but individual decision-makers are not identified in available public records.
Is Wyoming Wealth Management a single-family office or a multi-family office?
Wyoming Wealth Management appears to operate as a multi-family office structure, serving multiple high-net-worth families rather than a single dynastic wealth source. It is a registered investment advisor (RIA), which distinguishes it from many private family offices.
Does Wyoming Wealth Management invest in direct private equity or venture capital?
There is no public evidence that the firm directly invests in private equity or venture capital deals. Its stated mandate appears focused on discretionary asset management across public markets and alternative investments, typical for a traditional RIA.
What is the known net worth of Wyoming Wealth Management's clients?
The firm does not publicly disclose minimum account sizes or client net worth thresholds. As an RIA serving high-net-worth families, its clients likely have investable assets in the millions or tens of millions, but no specific figures are available.
What regulatory status does Wyoming Wealth Management hold?
The firm is registered as an investment advisor (RIA) with the SEC, as indicated by its presence in the Investment Adviser Public Disclosure (IAPD) database. This registration imposes fiduciary duties and periodic reporting requirements.
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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