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

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

Attuned Wealth LLC is a newly formed registered investment adviser that serves individual and high‑net‑worth clients with discretionary portfolio management and standalone financial planning services. The firm describes its investment management as model‑portfolio based and implemented primarily with low‑cost ETFs and mutual funds, while also offering direct indexing and the management of concentrated positions when appropriate. The firm’s approach emphasizes strategic, long‑term asset allocation through curated model portfolios, with customization available for tax management and values‑ or factor‑based adjustments using individual securities. Financial planning is offered as an ongoing engagement on a fixed‑fee basis billed in advance (with periodic reviews), and the firm uses a recommended institutional custodian and third‑party connectivity for held‑away accounts. Compared with peers in its regulatory category, Attuned Wealth is notable for combining ongoing, fixed‑fee financial planning with individual portfolio management despite being newly registered and having no client assets at the time of the filing. The adviser does not manage private funds or charge performance‑based fees, and its platform is led by a founder with prior institutional finance and private equity experience.

To learn more about the advisors currently working at Attuned 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.

Name	Location	Years of experience
Alex Jastrzab	New York, NY	4

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