P3 Wealth Management

P3 Wealth Management is a registered investment adviser that provides fee-based investment advisory services and financial planning to individuals, trusts, estates, charitable organizations, corporations and other business entities, serving both high-net-worth and non‑HNW clients. The firm offers discretionary portfolio management and may also provide hourly financial planning engagements tailored to client objectives and restrictions.

The firm follows a tactical allocation strategy intended to reduce risk and pursue improved performance, using fundamental, technical and cyclical analysis and employing instruments such as exchange‑listed securities, corporate and municipal debt, mutual funds, options, cash positions and, in some instances, inverse/leveraged funds or limited cryptocurrency exposure. P3 conducts periodic account reviews at least annually (or sooner when client circumstances change) and may recommend rebalancing, tax‑harvesting, or sector/stock adjustments to align portfolios with client goals.

As of March 31, 2026 the firm reported approximately $30,756,036.92 in discretionary assets under management and an unusually high client load for its size—about 478 clients served by two advisory personnel—an arrangement that is uncommon for peers and that may correspond with more standardized processes or greater delegation of operational tasks. The firm is affiliated with related insurance and accounting entities that provide insurance sales (with affiliated entities receiving commissions) and tax preparation, bookkeeping and payroll services; the brochure discloses these affiliations, the potential conflicts of interest they create, and that the firm’s principal estimates spending roughly 35% of professional time on insurance‑related activities.