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

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

Conservative Wealth Management provides tailored asset management and ongoing account supervision to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and business entities. The firm constructs portfolios of individual stocks and bonds, ETFs, mutual funds, liquid alternatives and real assets, and manages approximately $357.5 million for its client base. Investment decisions are informed by quantitative analysis, including Monte Carlo simulations, and portfolios are tilted toward academic factor exposures such as value, momentum, quality/profitability, small‑cap and low‑volatility; allocations are supplemented with liquid alternatives, commodity funds and REITs. Accounts are reviewed at least quarterly, with tactical adjustments to the stock‑bond mix as warranted, clients may impose investment restrictions, and the firm provides quarterly performance letters and reporting. The firm is atypical among peers in this category because it operates with a high level of assets per advisor and reports a larger portion of its regulatory AUM as non‑discretionary (about $212.7 million non‑discretionary versus $144.8 million discretionary). It also typically expects substantial investable assets for new relationships and recommends that clients establish accounts on a single institutional custodian platform.

To learn more about the advisors currently working at Conservative 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.