Andromeda Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Andromeda Wealth LLC is a recently formed advisory firm that intends to provide investment advice primarily to individual clients through both discretionary and non-discretionary portfolio management, along with financial planning and consulting services. As of the brochure date the firm reports no active advisors, no clients and no assets under management.
The firm describes an analytic approach that combines fundamental, technical, charting and Modern Portfolio Theory techniques to construct customized portfolios and may employ long- and short-term holdings, options strategies, margin and exchange-traded funds — including cryptocurrency and commodity ETFs where appropriate. Financial plans are offered as standalone engagements or topic-specific consultations, with account reviews performed regularly and client-imposed investment restrictions accommodated in written policy documents.
Noteworthy features for a firm of this profile include offering financial planning on either an hourly or fixed-fee basis and a non‑standard fee approach for asset management that treats smaller accounts differently from larger ones, which is uncommon among firms without active advisors. The firm does not act as a private fund adviser, its principal maintains outside business activities that occupy a substantial portion of his time, and the firm indicates a custodial and execution relationship with a specific broker-dealer platform and potential receipt of related research or services.
Client services
Expertise
Fee options
Financial planning flat fees ranging from $500 to $2,000
$0 - $2,999: $119.88 annually $3,000 - $5,999: $155.88 annually $6,000 - $9,999: $191.88 annually $10,000 - $14,999: $227.88 annually $15,000 - $20,000: $299.88 annually Over $20,001+: 1.50% annually
$250 per hour for financial consulting services
Account minimum: $1,000 Minimum fee: Annual flat fees ranging from $119.88 to $299.88 for accounts with $0 to $20,000 assets under management Fee-only: Yes, advisory fees based on AUM and hourly/fixed fees for financial planning and consulting services
Main office
8211 NW 68th St
Miami FL 33166
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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