A complete list of active advisors currently associated with Akkadian Wealth LLC

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

Akkadian Wealth is a state‑registered independent investment adviser that serves individuals, high‑net‑worth clients and small businesses with asset management, wealth planning and consulting services. The firm provides tailored portfolio construction and ongoing monitoring, and can assist clients with selection and oversight of third‑party money managers. The firm describes an active, tailored approach that draws on fundamental analysis, Modern Portfolio Theory, technical and cyclical analysis and periodic rebalancing to align portfolios with client goals and risk tolerance. Accounts are managed on a discretionary or non‑discretionary basis, and the adviser requires use of Interactive Brokers or Charles Schwab as custodians for managed accounts. Akkadian Wealth’s brochure discloses that its investment adviser representatives are licensed insurance agents and that insurance sales account for approximately 10% of the adviser’s time, which the firm identifies as a potential conflict of interest to be disclosed to clients. The ADV also documents material changes (for example, it no longer receives referrals from Smart Advisor), notes the firm may bill for assets held outside the custodian (such as variable annuities or retirement plan assets), and reports no disciplinary history.

To learn more about the advisors currently working at Akkadian Wealth 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.