A complete list of active advisors currently associated with Bluemound Asset Management, LLC

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

The firm serves affluent individuals and families, high-net-worth clients, and small businesses and organizations, providing discretionary asset management, manager-of-managers services, hourly financial consulting, and retirement plan consulting for employer-sponsored plans. As of March 2026 it manages roughly $24 million on a discretionary basis and oversees additional non-discretionary 401(k) assets. The investment approach uses a four-step process—secular trend analysis, examination of government and central bank policy, bottom-up fundamental research, and price trend/quantitative analysis—to construct diversified ETF-based and concentrated equity portfolios. Certain strategies include use of derivatives (covered calls and cash-secured puts) to generate income and manage risk, and the firm uses artificial intelligence as a supplement to human research rather than an automated decision-maker. The firm publishes periodicals and the principal contributes to national financial publications and operates an independent investment-letter service, and it discloses procedures intended to mitigate potential conflicts (such as executing client trades prior to public dissemination). Offering retirement plan consulting and manager-of-manager services while operating as a solo registered adviser is a less common combination among peers.

To learn more about the advisors currently working at Bluemound Asset 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.