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

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

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.

To learn more about the advisors currently working at Andromeda 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.