Alegre Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Alegre Wealth Management serves individual and high‑net‑worth clients by offering wealth management, investment management, and financial planning services, available as ongoing engagements or project‑based work. The firm also provides educational seminars and speaking engagements to organizations and the public as a complementary, purely educational offering.
The firm’s investment approach combines fundamental and technical analysis with principles of modern portfolio theory, using both passive and active vehicles and permitting socially responsible (ESG) customizations when requested. For investment management engagements the firm typically operates with discretionary authority, tailors asset allocations to client goals and risk tolerance, and emphasizes long‑term holdings with selective short‑term trades as appropriate.
While Alegre is fee‑only and generally charges percentage‑of‑assets management fees like many peers, it is notable for offering seminars and speaking engagements—an uncommon service among investment managers. Founded and registered in 2025 and led by a CFP®‑credentialed principal with prior experience at large industry firms, Alegre reported no assets under management and no advisory clients as of December 31, 2025.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Wealth management
Business ownership considerations
Cash flow / budgeting
Fee options
Minimum fee: Minimum annual portfolio management fee of $7,500 ($1,875 quarterly) Fee-only: Fixed fees for financial planning services: Ongoing Financial Planning $2,500 to $5,000 quarterly; Project-Based Financial Planning $5,000 to $7,500 one-time
Main office location
Alegre Wealth Management, LLC
Radnor PA, United States
Number of offices
2
Most active in
Alegre Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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