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

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

Longevity Wealth Management serves individual investors (including high‑net‑worth individuals), charitable organizations, and small businesses, offering investment management, financial planning, and facilitation of estate‑document preparation. The firm also recommends and places insurance and annuity products and connects clients to third‑party investment programs. Investment implementation is primarily through third‑party managers, mutual funds, ETFs and, where appropriate, variable and fixed index annuities, with the firm selecting, monitoring, and, in some cases, using sub‑advisors or turnkey platform models. Longevity generally pursues multi‑asset, longer‑term holdings, exercises discretionary authority for managed accounts, and reviews client portfolios at least quarterly. Noteworthy for a solo independent adviser, the firm’s principal conducts broker‑dealer activities and insurance sales in addition to advisory services, and the firm receives commissions and servicing payments from certain annuity and insurance products as well as service fees from some fund and platform providers — conflicts the brochure discloses. The firm also offers an estate‑planning service via a technology partner and delegates a substantial portion of portfolio management to third‑party managers while managing approximately $60.7 million across about 62 client relationships.

To learn more about the advisors currently working at Longevity 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.

Name	Location	Years of experience
Mario Hernandez	Walnut Creek, CA	38

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