Scalar Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Scalar Wealth LLC is a registered investment adviser that, consistent with its investment‑manager classification, provides discretionary portfolio management alongside asset allocation and financial planning services. The firm's brochure indicates it is newly registered and currently reports no discretionary or non‑discretionary assets under management.
The adviser implements tailored, discretionary strategies that can include firm-built model portfolios and a mix of analytical approaches (charting, technical and fundamental analysis, cyclical analysis, and Modern Portfolio Theory). The brochure also notes the firm generally does not accept client restrictions on specific securities and manages cash balances and trading discretion on behalf of clients.
Distinctive features disclosed in the brochure include the use of hourly billing for asset allocation and financial planning in addition to percentage‑of‑AUM advisory arrangements, an arrangement that is uncommon among investment managers focused on pooled or institutional mandates. The firm also documents a broadly permissive investable universe — covering digital assets, leveraged ETFs, derivatives, short sales, margin, private placements and PIPES — and discloses an affiliation with another registered adviser and related real‑estate business activities by persons associated with the firm.
Client services
Expertise
Occupation focus
Fee options
$10,000 - $250,000: 1.1% $250,001 - $500,000: 1.0% $500,001 - $1,000,000: 0.9% $1,000,001 - $2,500,000: 0.8% $2,500,001 - $5,000,000: 0.7% $5,000,001 - $10,000,000: 0.6% $10,000,001+: Negotiable
$300.00 per hour for asset allocation and financial planning services; negotiable depending on scope and complexity
Fee-only: $300.00 per hour for asset allocation and financial planning services; hourly fee negotiable
Main office
Avon Lake OH
Advisors at this office
1
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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