A complete list of active advisors currently associated with Hermosa Wealth Management

Warmer can help you find a great advisor at Hermosa Wealth Management or one who fits your needs even better.

Hermosa Wealth Management provides discretionary asset management, financial planning and consulting to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities, managing about $24.5 million in client assets across roughly 54 relationships. The firm also conducts educational seminars and workshops to the public and prepares tailored financial plans when requested. The firm’s advisory work is goal‑driven and built around clients’ time horizons and risk tolerance, using fundamental and technical analysis, periodic account reviews and rebalancing. Hermosa may appoint sub‑advisors to manage portions of client portfolios and has recently begun offering alternative investments as part of its investment lineup; financial planning is offered on an hourly basis. Distinctive aspects disclosed in the brochure include an affiliation with a separate tax preparation and bookkeeping practice that provides services to clients for separate compensation, a relationship the firm discloses as a potential conflict of interest and states it mitigates. The firm also emphasizes free, public educational seminars and workshops and notes recent operational changes (use of sub‑advisors and alternative investments) in its most recent filing.

To learn more about the advisors currently working at Hermosa Wealth Management, 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.