Page Capital Private Wealth Management, LLC

Page Capital Private Wealth Management is an independent, single-advisor registered investment adviser that works with individuals (including high-net-worth clients), trusts, estates, charitable organizations and small- to midsize companies. The firm offers comprehensive portfolio management (asset management paired with financial planning) and standalone financial planning and consulting services, and reports $9,203,733 in discretionary and $36,756,291 in non-discretionary regulatory assets under management as of December 31, 2024.

The firm employs a blend of analytical methods—fundamental, technical, quantitative and sector analysis—and uses asset-allocation approaches (strategic, dynamic, tactical and core-satellite) across vehicles such as individual securities, ETFs, mutual funds, fixed income and private investments. Portfolios are monitored and rebalanced periodically, cash balances are typically held in low-risk instruments to facilitate fee processing, and the firm obtains client permission prior to executing trades for non-discretionary accounts.

Compared with many independent peers, a large share of the firm’s assets are managed on a non-discretionary basis, which is an uncommon arrangement in its peer group and means clients commonly retain trade approval authority. The firm also offers planning work that includes business- and real-estate-focused services (for example, cost segregation studies, corporate-structure and real estate analysis) alongside investment management, and it does not accept proxy-voting authority for client securities.