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

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

Aurevia Wealth Management is a recently formed registered advisory firm that offers discretionary asset management to individuals, high‑net‑worth clients, and corporate or business entities. Services are provided either directly or through a co‑advisor arrangement with a registered third‑party manager (Gradient Investments, LLC), with the firm assisting clients in model selection and ongoing portfolio oversight. The firm uses model‑based portfolio management and quantitative planning tools — including Modern Portfolio Theory, Monte Carlo simulations, asset allocation and cyclical analysis — and implements portfolios on a discretionary basis with quarterly reviews, rebalancing, and opportunities for tax‑loss harvesting. Under its co‑advisor program Aurevia selects among Gradient’s models and shares in the management fees and implementation responsibilities described in its advisory agreements. Notable features disclosed in the brochure include an affiliation with an insurance business and a principal who devotes the majority of their time to insurance activities, with advisors receiving external compensation from insurance sales, which the firm identifies as a potential conflict of interest. The filing also discloses a fee‑sharing and long‑term incentive arrangement with the co‑advisor, reports no client assets as of the filing date, and states that the firm does not act as a private‑fund adviser.

To learn more about the advisors currently working at Aurevia 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.