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

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

Open Wealth Management LLC serves individuals and families, including senior corporate executives, owners of closely held businesses, and other professionals, providing wealth management, discretionary portfolio management, financial planning, and portfolio analysis. The firm manages roughly $1.43 million in client assets across a small number of client households and operates under written investment management agreements. OWM’s investment approach is long-term and asset-allocation driven, constructing customized portfolios that primarily use mutual funds, ETFs, ETNs, and individual equity and fixed-income securities and implementing strategies on a discretionary basis. The firm documents client objectives and risk profiles, conducts at least annual reviews (requesting updates after material changes), and typically charges negotiable percentage-of-AUM fees billed quarterly. A distinguishing feature is that OWM serves a notable non-U.S. client segment and discloses recommending custodians—such as Interactive Brokers—based on their ability to serve international clients, a practice that is uncommon among peers. At its scale, the firm emphasizes operational controls and compliance practices, including detailed quarterly invoicing, documented trade-error correction procedures, adoption of the CFA Institute Code of Ethics, and a practice of leaving proxy voting to custodians.

To learn more about the advisors currently working at Open 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.

Name	Location	Years of experience
Jose Manstretta Cardozo	Katy, TX	5

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