A complete list of active advisors currently associated with Cleros Wealth Partners, LLC

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

Cleros Wealth Partners provides discretionary and non‑discretionary investment advisory services and manages separately managed accounts for individuals, high‑net‑worth clients, family offices, trusts, estates, foundations, and business entities. Offering portfolio management specifically for individual investors is noteworthy for a firm in this regulatory category, where that service is relatively uncommon. The firm combines fundamental, technical, and cyclical analysis with a long‑term, value‑conscious approach that emphasizes diversified asset allocation, periodic rebalancing, and the selection and monitoring of third‑party managers. Cleros also uses third‑party platforms to support held‑away retirement account management (Pontera), and it makes available both managed and unmanaged account arrangements depending on client preferences. Cleros is not registered as a private fund adviser but may recommend alternative investments sponsored by unaffiliated managers, a distinction that separates recommending private funds from sponsoring them. Other operational features that stand out in the brochure include an initial ADV filing while anticipating over $100 million in regulatory AUM within 120 days, receipt of custodial research and technology support, and certain personnel who also operate as registered representatives of a broker‑dealer — each of which shapes the firm’s service model and conflict‑management practices.

To learn more about the advisors currently working at Cleros Wealth Partners, 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.