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

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

Ahmeti Wealth Management is a state-registered independent advisory firm that provides portfolio management, investment management, and financial planning to individuals (including high-net-worth clients), corporations, and employer-sponsored retirement plans. As a solo advisory practice it reports managing roughly $3.2 million for about 21 client relationships under written investment advisory agreements. The firm typically charges percentage-of-AUM fees billed monthly and generally exercises discretionary authority to implement customized portfolios aligned with client objectives. Its investment process emphasizes bottom-up fundamental analysis together with national and international macroeconomic factors, asset allocation, and diversification, and client assets are custodied at Altruist Financial, LLC. Noteworthy disclosures include the owner’s outside business activities: he is a licensed insurance agent and a licensed real estate broker and may, from time to time, offer commissionable insurance products or real estate services to clients, which the brochure identifies as potential conflicts of interest. The brochure also discloses disciplinary history involving the firm’s principal — a 30‑day state securities board suspension in 2015 and a nine‑month restriction on FINRA registration that concluded in January 2018 — matters the firm presents for client awareness.

To learn more about the advisors currently working at Ahmeti 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.