A complete list of active advisors currently associated with Lotusment Advisors, LLC

Warmer can help you find a great advisor at Lotusment Advisors, LLC or one who fits your needs even better.

Lotusment Advisors is a small independent advisory firm that provides discretionary and non‑discretionary portfolio management primarily for individual clients, along with retirement plan consulting, 529 plan advising, one‑time consulting, and 1031 exchange consulting. The firm documents client objectives in an Investment Policy Statement and charges asset‑based advisory fees, consistent with common practice among independent RIAs. The firm offers two tiered model portfolios — an L1 strategy focused on ETFs and mutual funds and an L2 strategy that adds selected large‑cap stocks — and uses a mix of fundamental, technical, modern‑portfolio, and quantitative analysis. Lotusment also makes third‑party asset managers and model portfolios available through multiple platforms (including Zacks, AssetMark, Orion, and Envestnet), while retaining ongoing monitoring responsibility and offering non‑discretionary asset allocation and monitoring services as an alternative to discretionary management. Several services distinguish the firm relative to peers of similar size: it makes the Flourish Cash online cash‑management sweep available to clients (with a disclosed administrative/service fee taken from interest), provides 1031 exchange consulting and may recommend DSTs or private real‑estate funds, and serves as an ERISA fiduciary for retirement plans in either a 3(21) or 3(38) capacity. The principal maintains an external, non‑investment employment role as a data architect for a county government, the firm discloses potential soft‑dollar benefits, and it requires use of specified custodians and 529 platforms for client accounts.

To learn more about the advisors currently working at Lotusment Advisors, 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
Sanjay Parikh	Bothell, WA	5

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