A complete list of active advisors currently associated with Asset Protection Wealth Management LLC

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

Asset Protection Wealth Management LLC provides personalized, confidential financial planning and consultative investment advice to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm delivers plans on a fixed‑fee or hourly basis and refers clients to third‑party money managers for portfolio implementation rather than directly custodying or trading client assets. APWM documents client goals and risk tolerance through consultations and Investment Policy Statements, acts as a liaison to third‑party managers, and reviews quarterly reports and material changes on an ongoing basis. The firm does not exercise trading discretion over client accounts, does not participate in wrap fee programs, and does not vote proxies on client securities. The firm operates as a solo practitioner with a single owner/advisor and the managing member maintains a separate, licensed insurance practice that represents a substantial portion of his time; APWM discloses referral and commission relationships tied to insurance sales and to selected third‑party managers, including a fee‑sharing and incentive arrangement with one manager. APWM itself does not directly manage client assets or primarily rely on percentage‑of‑AUM fees, instead relying on fixed/hourly planning fees and referral arrangements for investment management.

To learn more about the advisors currently working at Asset Protection 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.