Akamai Wealth Management, LLC

Akamai Wealth Management is a small, single‑owner advisory firm that reported $888,644 in assets under management across five clients as of 12/31/2024 and provides non‑discretionary asset management, comprehensive financial planning, and annuity management. The firm also serves businesses and qualified retirement plans in addition to individual clients, and it implements third‑party manager programs when appropriate.

The firm manages client portfolios on a non‑discretionary basis, obtaining prior client approval before executing trades, and uses a mix of analysis methods (including fundamental and technical analysis, Modern Portfolio Theory, and Monte Carlo techniques) to set asset allocations and monitor portfolios. For retirement plans it offers limited‑scope ERISA 3(21) services — including assistance with investment policy development, option monitoring, and participant education — and it acts as a liaison to TPMs while monitoring their performance.

Akamai’s business model includes several features that are uncommon among peers: its owner engages in outside activities as a licensed insurance agent and mortgage loan originator and the firm offers annuity management and other financial product sales, which can result in commission‑based compensation; it also receives solicitor fees when referring clients to third‑party managers. The firm provides hourly consultation options and explicit ERISA plan consulting, combining retail planning services with institutional retirement plan work and third‑party manager relationships in a way that differs from many investment managers.