A complete list of active advisors currently associated with IDEAUM LLC

Warmer can help you find a great advisor at IDEAUM LLC or one who fits your needs even better.

IDEAUM LLC is a state-registered investment adviser that offers portfolio management and financial planning services intended for individuals, families, trusts, estates, and small businesses, though as of the brochure date it has no external clients and reports $0 in regulatory assets under management. The firm recently added investment advisory services to its original IT consulting business and intends to use asset-based fees for portfolio management while offering both fixed-fee and hourly billing options for financial planning. The firm emphasizes a tactical allocation approach within a long-only, value-oriented asset-allocation framework, relying on fundamental analysis and, at times, maintaining cash positions as a hedge to manage risk. Relationships are non-discretionary: the adviser will seek client approval before executing trades and tailors recommendations to each client’s objectives, time horizon, risk tolerance, and liquidity needs. Noteworthy features include the availability of an hourly billing option for financial planning, a fee arrangement that is relatively uncommon among peers, and the firm’s recent registration with no external clients at the time of the brochure. The firm also discloses that its principal continues to operate the original IT consulting line—devoting roughly 80% of weekly business hours to that activity—and that it does not vote client proxies, leaving proxy voting to clients.

To learn more about the advisors currently working at IDEAUM 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.