A complete list of active advisors currently associated with Nadel Private Wealth LLC
Warmer can help you find a great advisor at Nadel Private Wealth LLC or one who fits your needs even better.
Nadel Private Wealth serves individual and high‑net‑worth clients with ongoing portfolio management and standalone financial planning, and also offers project‑based small‑business consulting and bookkeeping/QuickBooks support. The firm charges asset‑based advisory fees and prepares written Investment Policy Statements to tailor strategies to each client’s goals and risk tolerance. The adviser uses both discretionary and non‑discretionary services in its agreements and may recommend or allocate assets to third‑party managers; as of its latest filing it reported $3.7 million in non‑discretionary assets and no discretionary assets. Its investment methodology incorporates charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory and employs both long‑term and short‑term trading across mutual funds, ETFs (including precious metals), REITs, private placements, venture capital and commodities. Compared with peers, the firm is notable for its very small client roster (seven clients) and for not operating as a solo practitioner despite its small scale, maintaining additional staff and offering business consulting services uncommon for firms of this size. The principal is also a licensed insurance agent who may receive compensation for insurance sales, and the firm requires clients to custody assets with specific platforms (Schwab Institutional and Altruist) and does not aggregate trades across client accounts.
To learn more about the advisors currently working at Nadel 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.
You can also browse Nadel Private Wealth LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Los Angeles, CA
| 2
| |
San Jose, CA
| 1
|
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