A complete list of active advisors currently associated with Northmont Wealth Management LLC

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

Northmont Wealth Management LLC provides discretionary portfolio management and financial planning primarily to individual and high‑net‑worth clients, overseeing roughly 41 client relationships and about $22.9 million in assets. The firm operates as a solo advisory practice that documents client goals in individualized Investment Policy Statements and offers portfolio oversight alongside hourly or fixed‑fee financial planning engagements. The firm’s investment approach emphasizes fundamental analysis and predominantly passive strategies implemented through mutual funds, ETFs, equities and fixed income, while also employing long‑term and occasional short‑term trading as appropriate. NWM accepts a broad set of instruments—including REITs, hedge funds, private placements and other alternatives—and typically seeks discretionary authority to implement the client’s documented risk and allocation profile. What is distinctive is the firm’s affiliation with a related investment adviser that sponsors and serves as general partner to two private fund‑of‑funds; clients may be solicited to invest in those related private funds. That affiliation and the related custody of pooled vehicles (with annual audited financial statements) create a potential conflict of interest that the firm discloses it will manage consistent with its fiduciary responsibilities.

To learn more about the advisors currently working at Northmont Wealth Management 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.