Akamai Wealth Management, LLC

Akamai Wealth Management provides non‑discretionary asset management, comprehensive financial planning, and consulting for individuals, high‑net‑worth clients, and employer‑sponsored retirement plans, and it also offers annuity management and hourly consultation services. The firm discloses serving pension and profit‑sharing plans under ERISA 3(21) arrangements and provides college‑planning guidance as a Certified College Advisor.

The firm’s investment process emphasizes client‑approved trading and a mix of analytical methods — including fundamental and technical analysis, Modern Portfolio Theory, and Monte Carlo modeling — to set asset allocation and monitor portfolios. When appropriate, Akamai recommends and monitors registered third‑party managers and acts as a liaison under solicitor arrangements, receiving and disclosing ongoing solicitor fees while maintaining periodic oversight of those managers.

Akamai’s brochure highlights several features that distinguish it from many peers: its predominantly non‑discretionary advisory model, explicit pension/profit‑sharing plan consulting, and direct involvement in insurance and annuity product sales. The firm also discloses that approximately 60% of the managing member’s time is spent on outside activities (licensed insurance sales, mortgage loan origination, and employee‑benefits consulting), a point the firm identifies as a potential conflict of interest that it seeks to mitigate through disclosures and its fiduciary duties.