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

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Defined Wealth Management serves individual and high-net-worth clients, trusts, estates, retirement plan participants and institutional clients, offering discretionary investment management, financial planning and consulting, ERISA plan advisory, selection of third-party money managers, and services delivered via the Betterment for Advisors platform. As of December 31, 2025 the firm reported about $253.96 million in assets under management across roughly 557 accounts, with the large majority managed on a discretionary basis. The firm combines passive and active approaches—using Modern Portfolio Theory, tactical asset allocation, relative-strength and trend-following techniques alongside fundamental, technical and charting analysis—to construct and monitor portfolios. Investments may include ETFs, mutual funds, options, alternative investments and the selective use of margin, and the firm also employs Betterment’s algorithmic goal-based portfolios, automated rebalancing, and optional tax-loss harvesting for certain accounts. Distinctive features include the firm’s scale relative to a small advisory team (three advisors overseeing about $254 million) and the concentration of discretionary AUM (approximately $252.6 million managed discretionarily, with a very small non-discretionary component). The firm also provides a broader set of consulting services than is typical for a similarly sized RIA—such as corporate structure advice, cost segregation studies, mortgage and lines-of-credit analysis—while maintaining no stated account minimum and using both bespoke advisory work and a digital sub-advisory platform.

To learn more about the advisors currently working at Defined 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.