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

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

Norvia Wealth Management offers discretionary portfolio management for individual investors and provides pension consulting services to employer-sponsored retirement plans (including 401(k) plans), as well as standalone financial planning for individuals and high-net-worth clients. The firm documents client objectives and risk tolerance in a written Investment Policy Statement and limits its advice to traditional and alternative instruments such as mutual funds, fixed income, REITs, ETFs (including precious-metal ETFs), annuities, commodities, non-U.S. securities, and private placements. The firm tailors programs through an initial interview and ongoing monitoring, using a mix of analytical approaches — charting, cyclical, fundamental, modern portfolio theory, quantitative, and technical analysis — and implements both long- and short-term trading strategies under discretionary authority. Norvia requires clients to custody assets through Schwab Institutional and discloses that it may receive research and other custodial-provided services. Norvia is notable among similarly situated firms for combining pension consulting and fixed-fee financial planning with individual portfolio management while also having affiliated insurance activity; supervised persons are licensed to sell insurance and accepted commissions for insurance products, a conflict the brochure discloses and describes how it is managed. The firm’s ADV is a first filing in 2026 and it reports no assets under management to date; it also does not act as a private fund adviser.

To learn more about the advisors currently working at Norvia 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.