A complete list of active advisors currently associated with Nabers Wealth LLC

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

Nabers Wealth LLC provides discretionary and non‑discretionary investment management and advisory services to individuals, high‑net‑worth clients and businesses, managing roughly $21 million across about 25 client relationships. The firm constructs tailored portfolios and addresses asset allocation, portfolio construction and ongoing supervision, and may incorporate public securities and alternative assets such as private investments, real estate and digital assets into client accounts. The adviser employs a primarily long‑term, fundamental analysis framework while allowing shorter‑term trades for rebalancing or client needs, and develops strategies based on each client’s goals, risk tolerance and financial situation. Accounts are monitored continuously with formal reviews at least annually, trades are often aggregated into block orders, and the firm recommends custodians for both traditional and digital asset custody (including a digital‑asset custodian). Nabers Wealth is distinctive among solo independent advisory firms because the principal is also involved in affiliated businesses, including Coin Capital LLC (an exempt reporting adviser that manages a pooled investment vehicle) and related entities that provide insurance, digital‑asset and retirement plan services. Those affiliations — and the principal’s role as a licensed insurance agent and as a paid manager of the pooled vehicle — are disclosed in the firm’s brochure and the firm states it will recommend affiliated products or services only when deemed suitable for the client to mitigate potential conflicts of interest.

To learn more about the advisors currently working at Nabers 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.