A complete list of active advisors currently associated with Loam Advisory
Warmer can help you find a great advisor at Loam Advisory or one who fits your needs even better.
Loam Advisory LLC is a fee‑only, single‑advisor registered investment adviser that provides investment management and both ongoing and project‑based financial planning to individuals and high‑net‑worth individuals. Services include discretionary and non‑discretionary portfolio management, written financial plans, and referrals to third‑party professionals as requested by clients. The firm combines fundamental and cyclical analysis with Modern Portfolio Theory, using a mix of passive and active funds and, when requested, socially responsible (ESG‑aware) investments; portfolios are constructed around asset allocation targets and monitored with periodic rebalancing. Client engagements include quarterly check‑ins, personalized planning updates, and the ability to impose reasonable written investment restrictions, and the firm operates through an institutional digital custodial platform rather than aggregating or block‑trading client orders. Loam is an unusually small and recently formed solo practice: the brochure reports one client and no assets under management as of the stated date, and the firm does not serve individual (non‑high‑net‑worth) retail clients, indicating a focus on wealthier individuals. The principal’s background includes an MBA and prior corporate experience in the media sector, and the firm discloses a $400,000 account threshold (waivable on a case‑by‑case basis), characteristics that differentiate its client focus and operating model from many peers.
To learn more about the advisors currently working at Loam Advisory, 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.
Name |
Location |
Years of experience |
|---|---|---|
Los Angeles, CA
| 1
|
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