Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Julie M

Series 63, Series 65

Aspen, CO

Suarum Investment Management, LLC

Julie Muraco is a financial advisor at Suarum Investment Management, LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Capital Ideas, Inc., Greenwich Investment Management, Weild & Co., Arrowmark Partners, Stonecastle Securities, and StoneCastle Partners. She also serves as a consultant for business and capital markets through her sole proprietorship, Praeditis Group LLC. Suarum Investment Management provides discretionary portfolio management primarily for institutional and pooled clients, including family offices, foundations, endowments, corporations, and high-net-worth investors. The firm employs a research-driven investment process that integrates qualitative and quantitative analysis, machine-learning models, and proprietary portfolio optimization, with a niche focus on private activity municipal bonds and public-private partnership financing.

Private / alternative investments Concentrated stock management Wealth management
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")