A complete list of active advisors currently associated with Position Wealth

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

Position Wealth provides discretionary investment and wealth management services to individuals, high‑net‑worth clients, charitable organizations and businesses, primarily through portfolio management billed as a percentage of assets under management. The firm is a small team (three advisors) that manages approximately $242 million for about 215 client relationships. The firm’s investment process is carried out at the individual adviser level: each investment adviser representative has autonomy to recommend and implement strategies across mutual funds, ETFs, individual equity and debt securities, options and through selected Independent Managers, and Position Wealth conducts ongoing monitoring of those managers. Portfolios are tailored to client risk tolerance and objectives, and the firm also advises on or manages assets held outside primary custodians (for example variable life/annuity contracts, employer retirement plans, and 529 plans); certain strategies may employ margin and options, which increase portfolio risk. What distinguishes Position Wealth from many peers is its combination of scale and structure — a recently registered adviser that has grown to several hundred million in AUM while operating as a small adviser team — and its business affiliations and operational arrangements that can create conflicts to be aware of. The firm’s owners maintain related insurance and property entities, some supervised persons sell insurance on a commission basis, Position Wealth may share fees with Independent Managers, receives non‑cash support from recommended custodians (software, research and trading infrastructure), and it is deemed to have limited custody because it can directly debit advisory fees or direct transfers per client authorization.

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