A complete list of active advisors currently associated with ATX Portfolio Advisors, LLC

Warmer can help you find a great advisor at ATX Portfolio Advisors, LLC or one who fits your needs even better.

ATX Portfolio Advisors provides asset management and ongoing financial planning to a mix of individual and institutional clients, including trusts, endowments, charitable organizations and business entities. The firm manages custodial accounts across a range of securities — stocks, bonds, mutual funds, ETFs, REITs and options — and offers written financial plans summarizing recommended courses of action. Investment decisions are made on an individualized basis and guided by each client’s Investment Policy Statement, with an approach that incorporates modern portfolio theory and a combination of long‑ and short‑term strategies. Accounts and plans are reviewed periodically and updated as market conditions or client circumstances change to align risk tolerance and objectives with portfolio construction. What is notable about the firm relative to many independent advisers is that it sponsors a wrap fee program and also provides portfolio management to institutional clients, both features that are uncommon among peers; the wrap program bundles execution costs with advisory fees and may affect trading incentives. The firm’s operational arrangements include use of custodial relationships that provide institutional trading, research and technology resources described in the brochure.

To learn more about the advisors currently working at ATX Portfolio Advisors, 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
Jeffrey Weeks	Austin, TX	27

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