Aquila Wealth Advisors

Aquila Wealth Advisors manages about $20.7 million for a small client base that includes individuals, high‑net‑worth clients, charitable organizations, corporations, and employer‑sponsored retirement plans. The firm offers investment management plus both comprehensive subscription planning and project-based financial planning across areas such as retirement, estate, tax, cash flow and business planning.

The firm develops individualized investment plans with asset‑allocation targets and implements portfolios using a mix of passive index funds, third‑party/outside managers (TAMPs), and security selection informed by both fundamental and technical analysis. Clients who subscribe to comprehensive planning receive ongoing access to a planner, periodic monitoring and annual plan reviews, and coordination with outside professionals when appropriate.

Aquila Wealth’s public educational programming is a notable feature: it routinely conducts seminars and speaking engagements on financial topics (sometimes provided pro‑bono) and makes clear those sessions are educational rather than personalized advice — a service offering that is uncommon among peers. The adviser also provides employee benefit plan services and conducts due diligence on outside managers, and it participates on an institutional custody platform that supplies practice support and research resources the firm discloses as potential benefits.