Wealthought LLC

The firm provides portfolio management and financial planning to individual and high‑net‑worth clients, managing approximately $25.2 million across 29 client relationships and offering both discretionary and non‑discretionary engagement options. It documents client goals and risk tolerances in investment policy statements and delivers periodic account reporting and reviews tied to those plans.

The investment process combines charting, fundamental, technical, cyclical and quantitative analysis alongside modern portfolio theory to tailor portfolios to client objectives, and the firm uses a broad set of strategies including long‑ and short‑term trading, short sales, margin, options, commodities, ETFs, REITs, hedge funds, private equity and venture capital. The adviser may allocate to third‑party managers and maintains policies to equitably allocate limited investment opportunities, while cautioning about model risk and strategy‑specific risks such as leverage and options exposure.

Distinctive features include the firm’s policy not to aggregate trades for multiple client accounts, a relatively small client base with a high average account size, and disclosed outside business activities — a family partnership managing timber and oil/gas assets and insurance agency activity — that the firm states are not offered to advisory clients. The firm also uses an institutional custodian relationship that provides research and other services (soft‑dollar benefits) and discloses that those benefits may influence custodian selection.