A complete list of active advisors currently associated with Disciplined Wealth Management, LLC
Warmer can help you find a great advisor at Disciplined Wealth Management, LLC or one who fits your needs even better.
Disciplined Wealth Management provides ongoing wealth management through investment supervisory services primarily for individual and retirement accounts, and it also offers consultation services to 401(k) plan sponsors and participants. The firm additionally provides subadvisory research and trade recommendations to other registered investment advisers, delivering advice that those advisers may use with their clients. The firm employs a quantitative, model-driven approach that monitors daily equity and bond indicators across more than 25 asset groups to determine allocations for models ranging from conservative to aggressive. Direct client accounts are managed primarily in mutual funds (with some use of leveraged funds or ETFs in certain programs), and portfolios are continuously adjusted according to model objectives while allowing clients to place reasonable investment restrictions. Noteworthy for a firm of its size, Disciplined Wealth Management serves as a subadvisor and provides plan-sponsor advice — services that are less common among similar advisers — and it sends model trade suggestions to third‑party advisers while executing trades in its own accounts. The brochure discloses a past SEC enforcement matter involving the firm’s owner related to performance advertising (a $5,000 fine in 2000 and a change in performance practices), and the firm maintains constructive custody by arranging fee deduction through a recommended custodian rather than permitting client choice of custodian.
To learn more about the advisors currently working at Disciplined 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 |
|---|---|---|
Littleton, CO
| 30
|
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