A complete list of active advisors currently associated with Amauta Financial

Warmer can help you find a great advisor at Amauta Financial or one who fits your needs even better.

Amauta LLC provides portfolio management and financial planning primarily to individual clients, including high‑net‑worth individuals, managing about $15,011,995 in discretionary assets across 27 client relationships as of December 2025. Services include preparation of an Investment Policy Statement for each client, ongoing discretionary portfolio management, and fixed‑fee financial plans that address retirement, tax, insurance, and college planning. The firm combines fundamental and quantitative analysis and employs both long‑term and short‑term trading, generally focusing on mutual funds, equities, fixed income, and ETFs while documenting client risk tolerance in each IPS. Amauta typically seeks discretionary trading authority, conducts monthly portfolio reviews performed by the managing member, and manages assets internally rather than delegating to third‑party advisers. A notable characteristic of Amauta’s client base is a significant proportion of non‑U.S. clients, an uncommon feature for independent solo advisory firms and one that can affect custody, tax, and trading logistics. The firm also requires clients to use LPL Financial or Interactive Brokers as custodians and permits client‑imposed investment restrictions, reflecting a compact, self‑managed practice serving a geographically diverse, relatively small roster of clients.

To learn more about the advisors currently working at Amauta Financial, 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.