A complete list of active advisors currently associated with 15 Wealth Advisors LLC

Warmer can help you find a great advisor at 15 Wealth Advisors LLC or one who fits your needs even better.

15 Wealth Advisors LLC provides discretionary investment management and financial planning to individuals, high‑net‑worth individuals, and business entities. Its services include acting as sponsor and portfolio manager for a wrap fee program, selecting and allocating to third‑party investment advisers and funds, and offering financial planning on hourly and ongoing subscription bases. The firm typically emphasizes ETF-based allocations and may use long‑term trading, options strategies, and model allocations alongside quantitative, technical, fundamental and modern‑portfolio‑theory analysis. 15 Wealth tailors programs to client restrictions, can manage accounts on a discretionary basis, and conducts due diligence (phone calls, meetings, performance and strategy reviews) when selecting third‑party managers or private fund allocations. Distinctive aspects noted in the brochure include its role as a wrap fee program sponsor, the involvement of supervised persons who are registered representatives and licensed insurance agents (creating disclosed conflicts of interest), and an explicit practice of selecting other advisers to manage client assets. The firm also discloses it was formed in 2026 and currently reports no assets under management, while offering both hourly planning fees and fixed subscription planning options and requiring use of a designated custodian for program accounts.

To learn more about the advisors currently working at 15 Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.