A complete list of active advisors currently associated with Maway LLC
Warmer can help you find a great advisor at Maway LLC or one who fits your needs even better.
Maway LLC provides ongoing portfolio management and prepares an Investment Policy Statement for each client to align portfolios with stated goals, time horizon, and risk tolerance. The brochure lists individuals (including non‑high‑net‑worth), high‑net‑worth individuals, and corporations or business entities as client types and notes there is no account minimum. The firm applies a mix of cyclical, fundamental, modern portfolio theory and technical analysis, pursues a long‑term strategy with periodic rebalancing, and primarily recommends ETFs alongside mutual funds, fixed income, real estate funds, precious‑metal ETFs, venture capital interests and private placements. Maway generally seeks discretionary trading authority, requires clients to use a specified broker‑dealer (Interactive Brokers), and custodial monthly reports are provided to clients. Noteworthy aspects for a firm of this profile include its small, single‑advisor structure and modest reported assets under management combined with access to less common investment vehicles such as venture capital and private placements. The brochure also discloses that the firm does not aggregate trades for multiple clients and may receive soft‑dollar research benefits, operational features that can affect execution and potential conflicts relative to many peers.
To learn more about the advisors currently working at Maway 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 |
|---|---|---|
Miami, FL
| 8
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)