A complete list of active advisors currently associated with SR99Advisors

Warmer can help you find a great advisor at SR99Advisors or one who fits your needs even better.

SR99 Advisors is a solo registered investment adviser that provides portfolio management and investment advisory services, typically charging fees on a percentage‑of‑assets basis. The firm reports approximately $38,630 in assets under management across four clients. The firm's principal also operates a California real estate brokerage and holds a state real estate broker license, a disclosed outside business activity that may inform client recommendations involving real estate. The brochure also notes the adviser may serve on external boards or advisory committees in a fiduciary capacity, indicating the firm can undertake advisory roles beyond routine portfolio management. These combined features—a long‑standing brokerage ownership alongside fiduciary committee service—are uncommon among independent solo advisers and may shape how the firm integrates real estate expertise into client planning. The firm further discloses the ability to reduce or waive fees for community service or pro‑bono clients, is self‑supervised, and maintains a very small client roster and modest assets under management.

To learn more about the advisors currently working at SR99Advisors, 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.