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

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

Bhuta Wealth Management works primarily with individual and high‑net‑worth clients, providing ongoing portfolio management and financial planning. The firm customizes an investment program for each client rather than using model portfolios, tailoring recommendations to clients’ stated restrictions, goals, and risk tolerance. The firm documents client objectives in an Investment Policy Statement delivered through close client interaction and regular portfolio monitoring, and uses charting, fundamental, and technical analysis to inform allocations. Investment strategies described in the brochure include long‑ and short‑term trading and options writing (including covered and uncovered strategies), and client accounts are managed on a non‑discretionary basis so clients retain trading authority. Notable for its peer group, the firm reports managing assets without discretionary authority (the brochure lists $12,000,000 as non‑discretionary and $0 discretionary as of December 31, 2017), a practice that is uncommon among similar supported firms. The brochure also highlights a preference for E*TRADE custody, the inclusion of alternative vehicles such as hedge funds, REITs and annuities in its investable universe, and that the firm’s management is licensed to recommend insurance and annuity products.

To learn more about the advisors currently working at Bhuta 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.