A complete list of active advisors currently associated with Hedged Private Wealth
Warmer can help you find a great advisor at Hedged Private Wealth or one who fits your needs even better.
Hedged Private Wealth provides discretionary asset management and financial consulting to individuals, high-net-worth individuals, and small businesses, and also acts as a sub-advisor to third-party advisors. The firm conducts educational seminars and workshops for the public (often no-cost) in addition to ongoing portfolio management and generally charges percentage-of-assets fees for managed accounts. The firm implements client-specific investment programs documented by risk tolerance and investment policy statements and exercises discretionary trading authority for execution. While it commonly uses index ETFs and no‑load mutual funds, it also employs technical, fundamental, and cyclical analysis and may use derivatives, options, margin, and other complex instruments in separately managed accounts for hedging, tactical trading, and arbitrage strategies. Noteworthy distinctions include the use of incentive (performance-based) fee arrangements for some clients and that firm principals participate in those arrangements, a practice that is uncommon among supported peers. Firm principals also maintain affiliated insurance consulting activities (limited to a small portion of their time) and the firm does not accept client-imposed restrictions on investments because many strategies rely on pooled vehicles whose underlying holdings cannot be selectively excluded.
To learn more about the advisors currently working at Hedged Private Wealth, 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 |
|---|---|---|
Metairie, LA
| 0
| |
Metairie, LA
| 7
| |
Metairie, LA
| 12
| |
Metairie, LA
| 1
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")