A complete list of active advisors currently associated with Investamily, LLC
Warmer can help you find a great advisor at Investamily, LLC or one who fits your needs even better.
Investamily LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, and business entities. The firm prepares an Investment Policy Statement for each client and may refer portions of client assets to third‑party advisers or private funds as part of its service offering. The firm combines multiple methods of analysis (charting, fundamental, quantitative, modern portfolio theory and technical analysis) and employs a broad set of strategies, including long‑ and short‑term trading, margin, options, and allocations to real estate funds, private equity, hedge funds and other alternatives. Financial planning is delivered using the MoneyGuidePro platform and is provided as a complimentary or one‑time plan for portfolio management clients, with quarterly custodial reporting for ongoing accounts. Investamily is a small, closely held adviser with a single primary management person overseeing account reviews and disclosures of $2.6 million in discretionary AUM and a very limited client base, which concentrates decision‑making and may affect resourcing compared with larger peers. The firm’s managing member also is a licensed insurance agent and a real estate broker/dealer and serves as CFO of a company servicing high‑net‑worth individuals relocating from China; the brochure discloses these outside activities and the associated potential conflicts (commissionable insurance or real estate transactions and fee‑sharing when directing clients to third‑party advisers).
To learn more about the advisors currently working at Investamily, 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.
You can also browse Investamily, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Irvine, CA
| 3
| |
Oak Park, CA
| 8
|
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)