A complete list of active advisors currently associated with Adriatic Wealth Management LLC

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

Adriatic Wealth Management LLC provides portfolio management and pension consulting to individuals and a small set of institutional clients, including pension and profit‑sharing plans, banks, and investment companies. Services described in the brochure include individualized Investment Policy Statements, ongoing discretionary and non‑discretionary portfolio management, and pension plan support such as written plan development and manager selection. The firm’s investment process is IPS‑driven with at least quarterly reviews and direct management of client assets rather than use of third‑party advisers. Methods of analysis listed include charting, fundamental, quantitative, and technical approaches, and the firm may employ a range of strategies — including long‑ and short‑term trading, margin, options, ETFs and private placements — tailored to client objectives and risk tolerances. What is distinctive is the combination of a small, boutique client base with explicit pension‑consulting capabilities (including recommending managers and monitoring plan investments), a service offering that is uncommon among independent solo advisers. The brochure also notes operational practices that differ from many peers — managing all assets in‑house, potential receipt of soft‑dollar benefits from brokers, and not aggregating trades across multiple client accounts — factors that can influence execution, research access, and account administration.

To learn more about the advisors currently working at Adriatic Wealth Management 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.