A complete list of active advisors currently associated with Sapiens Advisors

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

Sapiens Advisors offers investment advisory and consulting services to high‑net‑worth individuals, corporations, institutions, and other entities, providing both discretionary and non‑discretionary portfolio management and tailored Investment Policy Statements. The firm also delivers administrative support and periodic portfolio evaluations, and may accept accounts below its stated minimum at its discretion. The firm combines third‑party macroeconomic research with its own analysis to build customized asset allocations aimed at capital preservation and capital appreciation, using instruments such as equities, fixed income, derivatives, and emerging‑market exposures as appropriate. Sapiens may engage third‑party service providers and other advisers or sub‑advisors to support its strategies, and it offers a mix of fee arrangements that include asset‑based management fees as well as fixed and hourly consulting fees. A distinguishing feature of the firm is its affiliation with a real estate company through indirect common ownership and shared personnel; the brochure discloses related conflict‑of‑interest policies and approval processes when affiliated opportunities are considered. The adviser is newly established and reported no assets under management as of May 2026, and it does not act as a private fund adviser.

To learn more about the advisors currently working at Sapiens Advisors, 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
Hernan Rodriguez	Coral Gables, FL	6

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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