Homage Wealth Group LLC

Homage Wealth Group LLC offers investment management, financial planning and consulting to a range of client types including individuals, trusts, estates, charitable organizations, and business entities, and is organized to allocate assets across pooled vehicles and institutional mandates as well as bespoke client portfolios. The firm filed for registration in January 2026, currently reports no assets under management, and expects to become SEC-eligible within a short period after approval.

HWG’s investment approach emphasizes tailored, broadly diversified portfolios built around asset allocation, risk management, and manager selection, using a mix of individual securities, ETFs, mutual funds, separately managed accounts and private funds. The firm routinely blends internally managed strategies with third-party Independent Managers and conducts ongoing quantitative and qualitative due diligence on those managers while taking clients’ full financial picture, liquidity needs and tax considerations into account.

What is distinctive about HWG relative to many peers is its formal selection and oversight of Independent Managers — including separate agreements either between the firm and subadvisors or directly with clients — and its continued monitoring despite not supervising their day-to-day operations. The firm also offers fixed-fee and hourly financial planning and consulting engagements (with the ability to offset planning fees against advisory fees), a fee arrangement that is less common among investment managers focused on pooled or institutional assets.