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 serves individuals — including high net worth clients — families, trusts, and employee benefit plans. The firm provides discretionary portfolio management through a wrap-fee program and also offers securities consulting, financial planning, pension consulting, and advice on digital assets and private placements. The firm typically manages wrap accounts on a long‑term, discretionary basis and employs both fundamental and technical analysis, while providing separate securities consulting for assets held outside the wrap program. Sapiat also delivers one‑off financial consulting, may use short‑term trading when appropriate, and structures fee arrangements for certain digital asset accounts that tie compensation to performance. What is distinctive about Sapiat is its combination of a high client count per advisor in a single‑advisor practice and its role as sponsor and portfolio manager of a wrap‑fee program that requires use of a recommended custodian. The firm’s willingness to accept digital assets as a form of payment and to use performance‑based fees for digital asset accounts, alongside pension consulting and private placement advice, sets it apart from many peers of similar size.

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.