Wealth Warden Partners

Wealth Warden Partners positions itself as an investment adviser providing ongoing portfolio management to individuals and high‑net‑worth individuals, preparing written Investment Policy Statements tailored to each client’s goals, time horizon, and risk tolerance; its brochure reports no assets under management and no clients at the time of filing. The firm uses asset‑based advisory fees, a common billing method among peers, and discloses a low stated account minimum of $500 that may be waived.

WWP describes a discretionary, long‑term management approach that combines fundamental analysis with modern portfolio theory to construct diversified portfolios and monitor accounts at least quarterly. It generally limits investments to mutual funds, equities, fixed‑income securities, and ETFs, and seeks written discretionary authority to implement trading consistent with clients’ documented objectives.

Distinctive features include a requirement that clients use a specific broker‑dealer/custodian (ALTRUIST FINANCIAL LLC) rather than permitting client choice, the absence of soft‑dollar arrangements and wrap program participation, and an explicit policy not to accept performance‑based fees. The firm is newly formed and very small (a single adviser with no reported AUM at filing), which may result in a different operational scale and resource profile compared with larger institutional investment managers.