A complete list of active advisors currently associated with Fenul Wealth Management LLC
Warmer can help you find a great advisor at Fenul Wealth Management LLC or one who fits your needs even better.
Fenul Wealth Management is an independent, fee-based advisory firm that provides portfolio management and comprehensive financial planning to a small client base that includes private individuals, high-net-worth clients, trusts, and organizational clients such as small businesses and non-profits seeking to invest excess cash. Services include discretionary and non-discretionary management across exchange-listed stocks, mutual funds, ETFs, options, and bonds, and the firm integrates restricted accounts (for example, 401(k) plans) into client portfolios. The firm employs a mix of fundamental and technical analysis together with quantitative asset-allocation targets, periodic rebalancing, and active trading techniques (including covered option strategies) to implement client objectives, and it monitors accounts regularly to support discretionary trading. Fenul also prepares written comprehensive financial plans, offers annual plan reviews, and notes that it may, in rare instances, recommend private placements or the use of margin following client consultation. Distinctive aspects of the firm include the principal’s role as sponsor of a private pooled investment vehicle (Fenul Capital Investment LP) and the firm’s disclosure that it will not recommend or sell that affiliated hedge fund to advisory clients to address conflicts of interest. For a solo adviser with sub‑million AUM, the brochure also emphasizes services to institutional-type clients and organizational cash management (including retirement-account considerations), areas less common among similarly sized independent firms.
To learn more about the advisors currently working at Fenul 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 |
|---|---|---|
Los Angeles, CA
| 5
|
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