A complete list of active advisors currently associated with CloudPave

Warmer can help you find a great advisor at CloudPave or one who fits your needs even better.

Cloudpave is a newly formed independent registered investment adviser that provides discretionary asset management and investment education and consulting to individuals, retirement accounts, and institutional clients. The firm charges asset-based advisory fees common among independents and also offers initial complimentary consultations plus limited stand‑alone hourly consulting engagements. The firm’s investment process is systematic and quantitative, using modern portfolio theory, algorithmic models, and AI-assisted analytics to build and rebalance portfolios under discretionary authority. AI is applied for analysis and administrative tasks with stated human oversight and safeguards for client data privacy; investment decisions are implemented at the model level and reviewed regularly. What distinguishes the firm is its combination of a technology-driven, model-based approach with practices that are statistically less common among peers: it accepts institutional mandates and may assess performance‑based fees for eligible clients under a benchmark and high‑water‑mark framework, while employing series accounting to fairly allocate results around cash flows. The brochure also discloses potential side‑by‑side conflicts and describes trade allocation, model-level implementation, and compliance controls intended to mitigate those conflicts.

To learn more about the advisors currently working at CloudPave, 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
Jiaqi Guo	Spring, TX	0

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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.

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