A complete list of active advisors currently associated with DeVryll Wealth Management

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

Devryll Wealth Management is an independent, state-registered investment adviser that primarily works with individuals approaching or in retirement, typically families with investment portfolios in the mid-six-figure range and above. The firm provides written or modular financial plans with annual reassessments, discretionary asset management, and standalone or ongoing financial planning engagements. The firm’s process begins with a comprehensive financial plan and then implements a portfolio strategy intended to achieve the plan’s required rate of return, using both fundamental and technical analysis and employing long‑term, short‑term and trading strategies as appropriate. Implementation is generally discretionary, and the adviser monitors accounts regularly and may engage third‑party Sub‑Advisors to manage all or portions of client assets. Distinctive features for this solo practice include a small client base (13 clients) and roughly $2.1 million in assets under management while operating two offices, and materially active outside business activities: the principal is separately licensed as a mortgage broker and insurance agent and discloses receiving commissions for those services. The brochure also discloses the firm may receive travel or marketing reimbursements from product sponsors and uses custodians (Fidelity, Schwab and IBKR) that provide non‑monetary services to the adviser; these arrangements and the use of Sub‑Advisors are identified as potential conflicts and addressed through disclosure and internal policies.

To learn more about the advisors currently working at DeVryll Wealth Management, 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.