A complete list of active advisors currently associated with Pollux Wealth Management

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

Pollux Wealth Management is a small advisory firm serving roughly 40 clients, primarily individual and high-net-worth clients, while also advising certain pooled investment vehicles. The firm provides investment advisory and portfolio management services, typically billed as asset-based fees, and may include financial planning and referrals to third‑party managers. The firm reports managing about $53.5 million in discretionary assets and conducts both discretionary portfolio management and ongoing monitoring of third‑party managers when they are engaged. For qualifying clients it may recommend and perform due diligence and ongoing monitoring of private funds and pooled offerings, and it uses a range of analytical methods (fundamental, technical, charting, cyclical, economic) supplemented by AI-enabled tools for research and operational efficiency. What distinguishes the firm from many peers is its disclosed involvement with private funds and pooled vehicles and its relationships with affiliated entities that sponsor, source, or syndicate private investment opportunities and receive placement or carried-interest arrangements. The brochure also notes that some representatives are licensed insurance agents (with potential commission conflicts) and discloses a prior SEC administrative proceeding involving a supervised person, both of which the firm identifies and addresses in its disclosures.

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