A complete list of active advisors currently associated with Ernst & Co. Wealth Management, LLC
Warmer can help you find a great advisor at Ernst & Co. Wealth Management, LLC or one who fits your needs even better.
Ernst & Co. Wealth Management, LLC is a solo independent registered investment adviser that serves a small roster of individuals, high‑net‑worth clients, trusts, estates and business entities. The firm provides asset management, comprehensive portfolio management, financial planning and family‑office‑style services, and it also facilitates access to third‑party money managers. The adviser uses a mix of fundamental and technical analysis and employs asset‑allocation, long‑ and short‑term trading approaches across equities, fixed income, ETFs, mutual funds, options, futures and precious metals, with ongoing monitoring and rebalancing. Most client accounts are managed on a non‑discretionary basis — the firm reports roughly $11 million in non‑discretionary assets under management — and it seeks client approval prior to executing trades while conducting monthly reviews. Distinctive features noted in the brochure include the use of performance‑based compensation (structured as a profit‑sharing style fee subject to a high‑water‑mark), an affiliation with licensed real‑estate professionals (representatives hold real estate licenses but the firm discloses they do not engage in compensated outside real‑estate activity), and a family office offering that explicitly includes residential property management, construction coordination and concierge services. The principal’s background in the precious‑metals sector and past involvement with coin and bullion businesses, along with those specialized family‑office services, are atypical for a solo independent adviser.
To learn more about the advisors currently working at Ernst & Co. 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 |
|---|---|---|
Manhattan Beach, CA
| 11
|
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