Limehouse Wealth Management LLC

Limehouse Wealth Management LLC provides financial planning, portfolio management, and retirement-plan consulting services to a range of clients that the brochure lists as including pension and profit‑sharing plans, corporations, charities, and other entities, while also offering planning and investment services to individual and high‑net‑worth clients. The firm is newly formed and discloses that it currently reports no client assets under management.

The firm constructs portfolios using strategic asset allocation together with fundamental analysis and modern portfolio theory, and delivers discretionary portfolio management through model portfolios accessed via a third‑party adviser platform. It routinely uses and recommends sub‑advisers and third‑party investment advisers, retaining authority to select, replace, and reallocate among model managers, and provides ERISA non‑fiduciary education services to plan committees and participant education for retirement plans.

Noteworthy aspects disclosed in the brochure include an insurance‑related affiliation: principals are licensed insurance agents who may recommend insurance products through an affiliated business and receive commissions, a relationship the firm identifies as a potential conflict of interest. The firm also emphasizes selection of other advisers as part of its offering and provides alternative billing arrangements—such as fixed and hourly planning fees in addition to asset‑based management fees—while remaining newly registered with no reported client assets to date.