FFT Wealth Management LLC
FFT Wealth Management LLC is an SEC-registered investment adviser headquartered in Philadelphia, PA. The firm is also known by the brands Forbes Family Trust and LGL Partners, providing wealth management and advisory services, predominantly to high net worth individuals. As of March 31, 2025, FFT Wealth Management LLC manages approximately $6.1 billion in assets and employs about 45 people, with a significant proportion working in investment-related roles. The firm serves ultra-high net worth families, family offices, and select institutional clients, offering customized investment solutions.
Investment Strategy
FFT Wealth Management LLC focuses on personalized wealth management and investment advisory services for high net worth and ultra-high net worth individuals and families. The firm develops tailored investment portfolios, emphasizing diversification across asset classes, direct investments, and alternative strategies such as private equity and hedge funds, complemented by traditional public market exposure. FFT seeks to preserve and grow capital with strategies aligned to each client's unique objectives, risk tolerance, and long-term goals.
Top Holdings
Equity Positions (99)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 19.77% | $100.6M | 158,346 | $502.33 | $620.90 | +$12.7M |
I IWV | ISHARES TR | 9.60% | $48.8M | 136,011 | $293.68 | $351.00 | +$7.7M |
Q QLTY | 2023 ETF SERIES TRUST II | 9.40% | $47.8M | 1,405,041 | $31.75 | $34.26 | +$10.2M |
D DGRO | ISHARES TR | 8.39% | $42.7M | 658,709 | $57.28 | $63.94 | +$2.9M |
S SPY | SPDR S&P 500 ETF TR | 5.98% | $30.4M | 48,112 | $351.33 | $617.85 | -$80.0K |