A complete list of active advisors currently associated with Forty Two Wealth LLC
Warmer can help you find a great advisor at Forty Two Wealth LLC or one who fits your needs even better.
Forty Two Wealth LLC provides financial planning, discretionary portfolio management, non‑discretionary portfolio monitoring, and supplemental reporting for individual and high‑net‑worth clients and small businesses. The firm delivers client‑specific Investment Policy Statements and reporting, and it offers complimentary aggregation and tracking for accounts held away from its recommendations. The firm constructs customized investment programs using a blend of charting, cyclical, fundamental, quantitative, and technical analysis and generally follows a buy‑and‑hold posture while employing options for hedging and margin for short‑term liquidity when appropriate. Portfolios may include mutual funds, equities, fixed income, ETFs (including cryptocurrency ETFs and precious‑metal ETFs), private placements and private real estate, private equity and credit vehicles, and the firm typically requires custody with a single institutional custodian while retaining discretion to execute trades. A related person of the firm sponsors real estate investment funds and syndications, a practice the brochure identifies as a potential conflict of interest that the firm says it manages through written disclosure and a suitability review before any client investment; some clients, including family members, have participated in those syndications. The firm also notes its receipt of institutional research and operational support from its chosen custodian and provides complimentary supplemental reporting for external accounts, both practices it discloses as potential conflicts in its operations.
To learn more about the advisors currently working at Forty Two Wealth 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 |
|---|---|---|
Atlanta, GA
| 4
|
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