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

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

Atwima Wealth Management is a single-advisor registered investment adviser that provides asset management and financial planning to individuals and small business owners, reporting seven clients and $711,794 in assets under management. Its asset management services cover traditional securities (stocks, bonds, mutual funds, ETFs, REITs) as well as alternative investments and a range of cryptocurrencies, and it offers project-based financial planning and consulting. The firm employs both fundamental and technical analysis and uses long-term, short-term, and income strategies, with accounts generally managed on a non-discretionary basis requiring client confirmation before trades and periodic reviews at least annually. Financial plans are delivered in writing as one-time reports or ongoing consulting, and the firm permits client-imposed investment restrictions where feasible. Noteworthy features include the firm’s explicit inclusion of cryptocurrencies (Bitcoin, Ethereum, Solana and related ETFs) and alternative investments in its advisory services, which is less common for an independent solo advisor with a small client base. The principal holds CFA and CPA credentials and concurrently serves as CFO/CCO at another firm (disclosed as a roughly 40-hour-per-week commitment), a detail the brochure identifies as a material affiliation that may affect capacity and is disclosed under conflicts of interest.

To learn more about the advisors currently working at Atwima 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.