A complete list of active advisors currently associated with Auriex Wealth Advisors LLC

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

Auriex Wealth Advisors LLC provides investment management and financial planning to individuals and high‑net‑worth clients and also serves employer plan sponsors with retirement plan services. Its offerings include discretionary portfolio management across equities, fixed income, mutual funds, ETFs, and written financial plans delivered on either an ongoing or project basis. The firm operates as a fee‑only adviser and generally constructs portfolios using asset allocation and modern portfolio principles, employing a mix of passive and active strategies as appropriate to client goals and risk tolerance. It works with clients through personalized discussions to set objectives, risk profiles, and tax or estate considerations, and typically recommends an independent custodian for trade execution and custody. Compared with many peers, the firm’s brochure discloses two uncommon features: the principal is licensed and active as a real estate agent affiliated with a broker and also operates a separate tax/bookkeeping business, and the firm provides ERISA retirement‑plan management and will act as a 3(38) investment manager for plan sponsors. The firm is newly formed and currently reports no assets under management; its outside business activities are disclosed and described as optional for clients.

To learn more about the advisors currently working at Auriex Wealth 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
Rachael Lam	New York, NY	0

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