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

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

Shidoosh Wealth Management LLC provides discretionary and non‑discretionary investment management, financial planning, and retirement‑plan advisory services to individuals, high‑net‑worth clients, trusts, estates and business entities. The firm manages approximately $12.45 million across a small number of client relationships and also sponsors a wrap‑fee program. The firm constructs portfolios using mutual funds, ETFs and allocations to independent managers, and offers access to structured products, privately placed securities and other alternative investments when appropriate. It uses third‑party platforms to manage held‑away participant accounts and, in certain strategies, may employ borrowing or margin in separately managed accounts. Noteworthy differences from many independent advisers include its role as a wrap‑fee sponsor and its provision of ERISA 3(21) retirement‑plan consulting, both of which are less common among peers. The firm’s managing member operates an affiliated insurance agency and sells commissionable insurance products (devoting roughly half of their time to that activity), a relationship disclosed in the brochure along with the firm’s stated conflict‑management measures.

To learn more about the advisors currently working at Shidoosh 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.