A complete list of active advisors currently associated with Auri Wealth Advisors
Warmer can help you find a great advisor at Auri Wealth Advisors or one who fits your needs even better.
Auri provides investment advisory services primarily to individual investors and small- to medium-sized businesses, offering both discretionary and non‑discretionary portfolio management. The firm bills clients through both percentage‑of‑AUM arrangements and a flat membership model for lower‑balance accounts, and conducts automated contributions, rebalancing, and ongoing monitoring while assets remain with qualified custodians. The firm’s investment approach emphasizes long‑term, passive strategic asset allocation guided by a suitability onboarding questionnaire, regular rebalancing, and adjustments for major life events. Auri also incorporates client education into its service model — providing group workshops and seminars and supplementing those programs with digital tools and one‑on‑one advisory support. What is distinctive for a firm categorized as an investment manager is Auri’s clear focus on retail and small‑business clients.
To learn more about the advisors currently working at Auri Wealth Advisors, 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 |
|---|---|---|
Northlake, TX
| 0
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)