A complete list of active advisors currently associated with Animus Wealth Management, LLC.

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

Animus Wealth Management serves individuals (including high‑net‑worth clients), nonprofit organizations, pension and profit‑sharing plans, state and municipal entities, other RIAs, and corporate/business clients. The firm provides asset management, financial planning on both project and ongoing bases, retirement plan consulting (including serving as a 3(21) or 3(38) fiduciary), and may recommend third‑party money managers. The firm describes its investment process as relying on fundamental analysis, modern portfolio theory, and long‑term strategies to construct diversified portfolios across stocks, bonds, ETFs, mutual funds, REITs, and options. As of December 31, 2024 it reported managing approximately $12 million on a non‑discretionary basis only and monitors third‑party managers while generally requiring client approval when accounts are non‑discretionary. Compared with many solo independent advisers, the firm’s client mix includes corporate sponsors and retirement plans and it reports a notable non‑U.S. client component, which is uncommon for firms of this size and type. The brochure also discloses that a principal has a material outside business interest that occupies substantial time and that a principal is named in a pending civil action alleging contractual claims.

To learn more about the advisors currently working at Animus Wealth Management, 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.