A complete list of active advisors currently associated with Maverick Private Wealth LLC

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

Maverick Private Wealth LLC provides discretionary portfolio management, financial planning, donor-advised fund services, and retirement-plan advisory to individuals (including high-net-worth clients), trusts, foundations and employer-sponsored plans. The firm states a target client net worth of $3 million or more but maintains no account minimum and currently manages a small number of client relationships—two advisors serving eight clients with roughly $7.7 million in assets under management. The firm documents client objectives in an Investment Policy Statement and generally manages accounts on a discretionary basis, applying a range of analytical methods (charting, technical and fundamental analysis, cyclical and quantitative techniques, and modern portfolio theory). MPW uses internally developed proprietary investment systems together with external managers and may employ strategies spanning long-term allocations, short sales, margin, options and allocations to private funds and other alternative investments, tailored to each client’s circumstances. Distinctive features for a firm of this size include a recent ownership change that added additional proprietary-system expertise, explicit authority to solicit client investments in private funds (with firm personnel at times participating), and the ability to serve as both a limited-scope ERISA 3(21) adviser and a full 3(38) investment manager for retirement plans. The firm also requires clients to use specified custodians for custody and execution and offers consolidated reporting on non‑advisory assets upon request, practices that may differ from many similarly sized peers.

To learn more about the advisors currently working at Maverick Private Wealth 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.