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

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

Conviction Wealth Management LLC provides portfolio management and financial planning primarily to individuals and high‑net‑worth individuals. The firm delivers ongoing advisory services documented by an Investment Policy Statement and typically recommends mutual funds, ETFs (including precious‑metal ETFs), fixed income, real estate funds, annuities and private placements. Its investment approach combines modern portfolio theory with quantitative, fundamental, charting and technical analysis and implements a long‑term trading orientation; client risk tolerance and objectives are documented in each client’s IPS and CWML can manage accounts on both a discretionary and non‑discretionary basis. The firm states it operates as a fiduciary, seeks fair allocation of opportunities among clients, and will vote proxies for accounts that delegate that authority. Compared with many solo independent advisers, CWML is a recently formed, very small practice with roughly $3.12 million in discretionary assets and eight clients, and it requires clients to use a specified custodian (Charles Schwab Advisor Services) while not aggregating block trades—policies that can affect execution and allocation. The firm also offers both fixed‑fee and hourly financial planning arrangements and includes less commonly used instruments for a small adviser, such as private placements and precious‑metal ETFs.

To learn more about the advisors currently working at Conviction 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.

Name	Location	Years of experience
Brian Heath	Austin, TX	7

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