A complete list of active advisors currently associated with Aris Alpha LLC

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

Aris Alpha LLC serves individual and high‑net‑worth clients with ongoing portfolio management and financial planning services. The firm documents client objectives and risk tolerance in an investment policy statement and offers both discretionary and non‑discretionary management across a broad set of investment types, including mutual funds, ETFs, fixed income, real estate funds, private placements, venture capital, commodities, and annuities. The firm applies fundamental analysis and a long‑term trading orientation, aiming to align investments with each client’s goals and the firm’s stated fiduciary duties. It also accepts performance‑based compensation for qualified clients and manages both performance‑fee and asset‑based accounts, disclosing the potential incentive to favor performance‑fee accounts and procedures intended to allocate opportunities fairly and apply a high‑water mark. Distinctive for a small, solo advisory firm, Aris Alpha’s acceptance of performance‑based fees and its use of less commonly offered strategies (private placements, venture capital, and precious‑metal ETFs) set it apart from many peers. The brochure also notes the firm does not aggregate trades across clients and recommends major custodians (including Schwab and Fidelity), from which it may receive research or service benefits that can influence trade execution and resource access.

To learn more about the advisors currently working at Aris Alpha 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.