A complete list of active advisors currently associated with Page Capital Private Wealth Management, LLC
Warmer can help you find a great advisor at Page Capital Private Wealth Management, LLC or one who fits your needs even better.
Page Capital Private Wealth Management is an independent, single-advisor registered investment adviser that works with individuals (including high-net-worth clients), trusts, estates, charitable organizations and small- to midsize companies. The firm offers comprehensive portfolio management (asset management paired with financial planning) and standalone financial planning and consulting services, and reports $9,203,733 in discretionary and $36,756,291 in non-discretionary regulatory assets under management as of December 31, 2024. The firm employs a blend of analytical methods—fundamental, technical, quantitative and sector analysis—and uses asset-allocation approaches (strategic, dynamic, tactical and core-satellite) across vehicles such as individual securities, ETFs, mutual funds, fixed income and private investments. Portfolios are monitored and rebalanced periodically, cash balances are typically held in low-risk instruments to facilitate fee processing, and the firm obtains client permission prior to executing trades for non-discretionary accounts. Compared with many independent peers, a large share of the firm’s assets are managed on a non-discretionary basis, which is an uncommon arrangement in its peer group and means clients commonly retain trade approval authority. The firm also offers planning work that includes business- and real-estate-focused services (for example, cost segregation studies, corporate-structure and real estate analysis) alongside investment management, and it does not accept proxy-voting authority for client securities.
To learn more about the advisors currently working at Page Capital Private 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 |
|---|---|---|
Walnut Creek, CA
| 9
|
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