Just Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$21,796,252
Total clients
26
19% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
26
Average account size
$838,317
About
Just Wealth LLC serves individuals and families across income and wealth spectrums and also advises related entities such as small organizations, foundations, and endowments. The firm offers discretionary portfolio management with an ESG/socially responsible focus, comprehensive financial planning, charitable planning, and consulting engagements for organizations.
The firm’s investment approach emphasizes Modern Portfolio Theory and largely passive, low-turnover strategies tailored to clients’ values and risk tolerances, with the option to engage sub-advisors for customization or direct-indexing when appropriate. Financial planning is integrated into the advisory relationship and clients are offered periodic meetings to review goals and update their investment policy statements.
Compared with many single-advisor independent firms, Just Wealth notably works with charitable organization clients and provides educational seminars and workshops for organizations, services that are less common among peers. The firm’s work is also informed by its principal’s academic involvement in financial planning and participation in stewardship/advisory circles, which underpins its emphasis on client education and values-aligned investing.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001+: 0.70%
Up to $480 per hour, negotiable
Minimum fee: Minimum annual fee of $7,200
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.
Main office location
Just Wealth LLC
82 Wendell Ave., Suite 100
Pittsfield MA 01201, United States
Number of offices
1
Forms ADV
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