A complete list of active advisors currently associated with Aquasphere Am, LLC
Warmer can help you find a great advisor at Aquasphere Am, LLC or one who fits your needs even better.
Aquasphere AM is an investment manager that offers portfolio management and financial planning services to individuals, high‑net‑worth clients, and business entities, and is structured to manage pooled or institutional mandates. The firm documents client objectives in an Investment Policy Statement and typically seeks discretionary authority to implement asset allocation, security selection, and ongoing portfolio monitoring on clients’ behalf. The firm’s investment approach draws on several methods of analysis — including charting, cyclical, fundamental, quantitative and technical analysis — and it implements a wide range of strategies such as long and short trading, margin and options transactions, ETFs, real estate funds, private placements and venture capital. Aquasphere discloses it manages both asset‑based and performance‑based accounts, addresses side‑by‑side conflicts through allocation policies, and states it seeks best execution while acknowledging the higher risks of leveraged and derivative strategies. What is distinctive about Aquasphere is the combination of services and scale: the firm discloses hourly financial planning fees in addition to asset‑based and performance‑based management arrangements, which is relatively uncommon for managers in this category. The brochure also reflects a very small advisory team with no reported assets under management at the stated calculation date, while nonetheless offering access to alternative and higher‑risk strategies and noting it may receive research or other services from custodians.
To learn more about the advisors currently working at Aquasphere Am, 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 |
|---|---|---|
Coral Gables, FL
| 5
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)