A complete list of active advisors currently associated with Infinitus Wealth Management LLC

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

Infinitus Wealth Management provides discretionary portfolio management and written financial planning primarily for individual clients and their families, and also offers fee-based financial literacy seminars and educational events. The firm manages roughly $5.9 million for a small client base and conducts account custody and trade execution through a designated broker‑dealer/qualified custodian relationship with Altruist Financial (clearing via First Clearing). Portfolios are tailored to each client’s objectives and risk tolerance and the firm employs multiple methods of analysis — including fundamental, technical and cyclical approaches — with strategies that range from long‑term holdings to shorter‑term and frequent trading; accounts are reviewed at least quarterly. The firm’s stated investible universe is broad, explicitly listing conventional securities, fixed income, interests in real‑estate partnerships and cryptocurrencies, and it will modify strategies for special situations such as legacy holdings or tax considerations. Notable operational features include modular financial plans delivered in a two‑session format, a policy to waive or reduce planning fees when clients implement recommendations through the firm, and a formal offering of educational seminars at fixed fees. As a solo, state‑registered adviser, the firm discloses that it does not accept commission‑based compensation for product sales and does not vote client proxies, leaving proxy voting and final implementation decisions to clients.

To learn more about the advisors currently working at Infinitus 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.