ESG Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$31,600,174
Total clients
11
73% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$2,872,743
About
The firm provides personalized wealth management and financial planning to individuals, families, and companies, offering services such as retirement, education and insurance planning, portfolio review, and discretionary portfolio management. It operates as a small, independent advisory practice managing roughly $31.6 million in client assets for a limited number of accounts and does not take custody of client assets.
The firm’s stated investment approach favors long‑term strategies and may use both fundamental and technical analysis to inform asset allocation, dollar‑cost averaging, and reinvestment recommendations. The brochure also discloses the use of a broad set of investment types, including alternative investments, and outlines related liquidity, valuation and issuer risks so clients can evaluate suitability.
Compared with many similar single‑advisor independents, the firm discloses it may charge performance‑based fees for qualifying clients and may implement more complex instruments in discretionary separately managed accounts, which can create different incentive and risk profiles than standard percentage‑of‑AUM arrangements. It also emphasizes a written Code of Ethics, a policy against receiving commissions or selling proprietary products, and detailed risk disclosures for alternatives, which the firm presents as governance and transparency features for a small practice.
Client services
Financial planning
Portfolio management
Expertise
ESG / Sustainable investing
Wealth management
Income planning
Fee options
Project-based fees calculated as hourly rate (up to $300/hour) multiplied by estimated hours
$0+: 0.50% +: 1.00%
Up to $300/hour
Standard annual performance fee of 10% of amount over applicable benchmark; charged only for qualified clients (with at least $1,100,000 AUM or net worth over $2,200,000) and detailed in Wealth Advisory Agreement
Account minimum: No defined account minimum size
Main office location
ESG Wealth Advisors
Lansdale PA, United States
Number of offices
1
Most active in
ESG Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Pennsylvania · Texas
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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