Mansion Wealth

Mansion Wealth is a newly formed investment adviser with state registration pending that intends to serve individuals, trusts, estates, charitable organizations, and business entities. The firm’s principal offering is fee-based comprehensive financial planning paired with discretionary portfolio management, and as of the brochure date it had no clients, client assets, or active advisors registered with the SEC.

The firm says it will integrate financial planning into its asset-management relationship rather than delivering a separate written plan or charging a distinct planning fee, and it will tailor portfolios using custom allocations drawn from model portfolios provided by custodians and third parties. Its stated investment approach emphasizes strategic, value-oriented long-term allocation with the option to employ tactical shifts to manage risk or seek incremental performance, relying primarily on fundamental analysis.

Notable features include the firm’s combination of offering comprehensive financial planning alongside individual portfolio management despite its lack of active advisors and assets, a profile that is less common among firms in this regulatory category. The firm also indicates it does not act as a private fund adviser or maintain material relationships with pooled investment vehicles, and its representatives are licensed to sell insurance products—creating a potential commission-related conflict that the brochure identifies and discloses.