A complete list of active advisors currently associated with Scenario Wealth Management LLC

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

Scenario Wealth Management LLC provides investment advisory services to individuals, high-net-worth individuals, and other advisers, offering discretionary and non-discretionary asset management, standalone financial planning and consulting, and a multi-tier Virtual Family Office (VFO)/Scenario Stewardship program. Consulting services are charged on an hourly basis, while VFO and stewardship offerings are provided for fixed annual fees at different service levels. The firm typically implements advice through model portfolios and documents client objectives and restrictions in an Investment Policy Statement, tailoring allocations to individual circumstances and managing accounts separately (including providing recommendations for held-away retirement accounts). Its analysis incorporates fundamental and technical methods and modern portfolio theory, and it may use options and other derivative instruments for hedging or portfolio management within separately managed accounts. Distinctive aspects include the combination of hourly consulting and tiered fixed-fee VFO services alongside portfolio management for individuals, and the explicit use of derivatives in separately managed accounts — features that are relatively uncommon for recently registered firms of this type. The firm is newly registered in 2026, reports no assets under management as of the brochure date, and does not advise on or sponsor private pooled investment vehicles.

To learn more about the advisors currently working at Scenario Wealth 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.

Name
Location
Years of experience
Paul Antoniadis profile photo Paul Antoniadis
Fountain Hills, AZ
0
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