A complete list of active advisors currently associated with La Jolla Institute for Wealth Management

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

La Jolla Institute for Wealth Management is an independent registered investment adviser that provides personalized financial planning and portfolio management to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations and small businesses. The firm offers services such as cash‑flow and education planning, insurance review, estate planning guidance, and ongoing investment management for a compact client base and roughly $45 million in assets under management. The firm typically documents client objectives with written Investment Policy Statements and manages balanced portfolios that generally target a roughly 40–60% equity allocation with the remainder in bonds and cash, using a core‑and‑satellite approach (passive index/ETF cores plus selective active funds). LJIWM generally operates on a non‑commission, asset‑based fee model, may recommend third‑party managed solutions (AssetMark’s Morningstar Managed Portfolios are included in client AUM but the firm does not receive MMP program fees), and commonly recommends custodians such as Schwab Institutional for execution and custody. Noteworthy distinctions include an affiliation with a separate insurance brokerage owned by the firm’s principal that sells life, health and annuity products and receives commissions; this arrangement is disclosed in the brochure as a potential conflict of interest. The firm is small and tightly staffed, and several advisors engage in outside non‑advisory business activities (for example, property management and private business interests), which are disclosed and may present additional conflicts that clients are asked to consider.

To learn more about the advisors currently working at La Jolla Institute for 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.