A complete list of active advisors currently associated with Advisors Wealth Management, Inc.
Warmer can help you find a great advisor at Advisors Wealth Management, Inc. or one who fits your needs even better.
Advisors Wealth Management, Inc. is a small, independent registered investment adviser managing roughly $12.9 million for about 16 clients and serves individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm offers discretionary asset management, financial planning, and ERISA plan services (typically as a limited-scope 3(21) fiduciary), and provides advice across mutual funds, ETFs (including precious-metal and real-estate sector ETFs), equities, REITs and private placements; its principal also provides insurance and tax-related services through separate business activities. The firm’s investment approach draws on fundamental, technical, cyclical analysis and modern portfolio theory, using long-, medium- and short-term trading with limited use of margin and options, and implements client strategies through individualized Investment Policy Statements with regular monitoring and quarterly reviews. For retirement-plan clients it provides pension consulting-type services such as IPS development, monitoring of investment options, participant education and assistance in selecting qualified default investment alternatives, typically on a non-discretionary advisory basis. What is noteworthy about the firm relative to peers is the breadth of affiliated professional activities disclosed in the brochure: the adviser maintains licensed roles in real estate brokerage, accounting/enrolled-agent tax services, and insurance sales, and also serves as a managing member of an unrelated restaurant business (about 20% of time), with conflicts and client choice provisions disclosed. The combination of those outside affiliations together with direct work for institutional retirement plans and formal pension-consulting tasks is uncommon for a solo independent adviser.
To learn more about the advisors currently working at Advisors Wealth Management, Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Carlsbad, CA
| 24
|
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