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 Kansas‑registered investment adviser that provides discretionary portfolio management, investment analysis, and financial planning to individuals, high‑net‑worth clients, trusts, estates, corporations and private funds. The firm administers ongoing reviews of performance and portfolio exposure and generally charges asset‑based advisory fees for individually managed accounts. Investment decisions are informed by a combination of quantitative, fundamental, technical, cyclical and economic analysis, with model outputs incorporated alongside professional judgment to implement long‑ and short‑term purchases and strategic asset allocation. PWM places trades under limited power of attorney through qualified custodians, may refer clients to third‑party managers for portions of portfolios, and conducts periodic reviews tied to market or client changes. Distinctive aspects of the firm include its role as sponsor and general partner of an affiliated private fund (Dynamo Capital LLC), for which it maintains full investment discretion, uses a third‑party administrator and custodian, and subjects the fund to an annual independent audit; the firm discloses it will not charge its standard AUM fee on client amounts placed in the fund as a mitigation of that conflict. Firm principals are also active in mortgage brokerage, commercial lending and insurance distribution and may recommend or facilitate investments in other affiliated pooled vehicles or ventures that involve finder’s fees or carried interest; these relationships and related conflicts are disclosed in the brochure.
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.
Name |
Location |
Years of experience |
|---|---|---|
Andover, KS
| 3
| |
Wichita, KS
| 29
| |
Wichita, KS
| 2
|
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