Corbett Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$102,544,342
Clients
48
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
48
HighAverage account size
$2,136,340
About
Corbett Wealth Management LLC is an independent boutique advisory firm that provides discretionary portfolio management and access to third‑party separately managed platforms for individual and high‑net‑worth clients. The firm delivers customized asset allocation and portfolio construction across common stocks, bonds, mutual funds, and both passive and active ETFs, while incorporating limited financial‑planning elements alongside investment implementation.
The firm’s investment approach combines Modern Portfolio Theory with a tactical drift, emphasizing diversified asset allocation, ongoing rebalancing, and discretionary authority to implement investment decisions. It also uses selected third‑party strategies as part of its separately managed offerings—for example, Eaton Vance/Parametric customized tax‑advantaged municipal laddered bond portfolios—alongside more conventional equity and fixed‑income allocations.
Noteworthy features include a client mix concentrated in larger accounts and a stated preference for portfolios at or above the firm’s referenced threshold, with the ADV reporting about $102.5 million in discretionary assets across roughly 48 client relationships and no focus on non‑HNW retail clients. The brochure also discloses that the firm’s managing member maintains full‑time employment as a financial planner with Mayo Clinic, a dual role that is atypical among peers in this category.
Client services
Portfolio management
Selection of other advisers
Expertise
Wealth management
Passive / index investing
Active portfolio management
Fee options
$0 - $1,000,000: 1.0% $1,000,001 - $2,000,000: 0.9% $2,000,001 - $3,000,000: 0.8% $3,000,001 - $4,000,000: 0.7% $4,000,001 - $5,000,000: 0.6% $5,000,001+: Negotiable
Account minimum: $500,000
Main office location
Corbett Wealth Management LLC
Scottsdale AZ, United States
Number of offices
1
Most active in
Corbett Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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