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 serves individual and high‑net‑worth clients as well as pension and corporate clients, providing investment advisory services, financial planning, and employer planning engagements. Each service is documented under a separate written agreement, and clients can engage any combination of the firm’s three service lines independently. The firm offers discretionary portfolio management that is tailored to client goals and risk profiles, relying primarily on ETFs and using model allocations alongside customized recommendations; it may allocate to third‑party managers, private funds, and, on a limited basis, options strategies. 15 Wealth describes a multi‑disciplinary investment process that includes fundamental, quantitative, technical, and modern‑portfolio‑theory approaches, and emphasizes ongoing monitoring and fair allocation across client accounts. What is distinctive about 15 Wealth compared with many team advisors is its ownership and affiliation structure — the firm is owned by WealthFusion, LLC and is commonly owned with an affiliated insurance agency — and its role as a sponsor of a wrap fee program, arrangements that create referral and compensation relationships not typical for most peers. The firm also requires custody through LPL Financial (limiting available products to LPL‑approved offerings) and provides employer‑level services, including per‑employee workplace financial planning coupled with plan‑level retirement consulting, which together form a broader workplace offering than many similarly sized teams.
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.
You can also browse 15 Wealth Advisors LLC's office locations.
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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.
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