A complete list of active advisors currently associated with Amazonite Investments LLC
Warmer can help you find a great advisor at Amazonite Investments LLC or one who fits your needs even better.
Amazonite Investments provides discretionary and non-discretionary asset management along with financial planning and consulting to individuals and business entities, generally requiring a $500,000 account minimum; its Form ADV lists $6.3 million in assets under management and roughly 66 clients as of December 31, 2025. Services include ongoing portfolio management based on documented goals, time horizons, and risk tolerance, with planning deliverables and consultations available on an hourly or fixed‑fee basis. The firm relies on a mix of fundamental, technical and cyclical analysis to construct client portfolios and documents client objectives and restrictions in an investment profile or similar form. Amazonite’s stated strategies include trading and option writing (including covered options), and the brochure explicitly discusses the additional risks associated with options and other derivative instruments. Distinctive features in the brochure include a recent material‑change disclosure (cover‑page contact information and an AUM update) and disclosure that the firm may receive soft‑dollar benefits tied to its recommended custodian, Charles Schwab. The firm also does not vote client proxies (clients receive proxies directly from custodians) and conducts quarterly account reviews overseen by its chief compliance officer, practices that differ from many peers.
To learn more about the advisors currently working at Amazonite Investments 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.
Name |
Location |
Years of experience |
|---|---|---|
Fort Collins, CO
| 7
| |
Irving, TX
| 5
|
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