A complete list of active advisors currently associated with Sapiat Asset Management, LLC

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

Sapiat Asset Management provides investment advice to individuals — including high‑net‑worth clients — as well as families, trusts, estates and retirement plans. The firm offers discretionary portfolio management primarily through a firm‑sponsored wrap fee program, and also delivers securities consulting, financial planning and pension consulting services, managing roughly $44.9 million in client assets for about 239 clients. Investment management is chiefly discretionary and implemented within the wrap program, with a generally long‑term orientation while occasionally employing shorter‑term tactical trades; the firm applies both fundamental and technical analysis in portfolio construction. Sapiat also advises on and holds digital assets, works with qualified custodians for those holdings, and provides separate consulting for assets that remain outside the wrap program. What distinguishes Sapiat from many peers is its solo‑practitioner model combined with an unusually high client load per advisor and its role as sponsor and portfolio manager of its own wrap program. The firm also accepts performance‑based compensation for digital asset accounts and may collect fees in digital assets — arrangements that are uncommon among similar advisers and that shape how its digital asset strategies are administered.

To learn more about the advisors currently working at Sapiat Asset 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.