A complete list of active advisors currently associated with Strateon Intelligent Wealth LLC
Warmer can help you find a great advisor at Strateon Intelligent Wealth LLC or one who fits your needs even better.
Strateon Intelligent Wealth provides financial planning and investment advice to individuals, couples, families, and related trusts and estates through modular and comprehensive planning engagements. The firm offers project-based and ongoing planning, periodic investment advice, educational workshops, and a subscriber newsletter as part of its advice-only services. The firm operates an advice-only model and does not custody or manage client assets or provide portfolio management for individuals, nor does it charge percentage‑of‑AUM fees; clients retain implementation control or custody with third‑party custodians. Investment recommendations typically emphasize diversified vehicles (mutual funds, ETFs, equities, bonds) and passive allocation principles, with monitoring conducted through connected financial planning software and periodic reviews. Noteworthy for a solo independent adviser, the firm maintains a very small client base and publishes newsletters and runs educational seminars, services that are uncommon among peers. It also offers a distinct, non‑advisory digital asset consulting service focused on technical training and self‑custody (and will not request private keys), accepts select cryptocurrency payments for some planning fees, and is affiliated with an advice‑only professional association.
To learn more about the advisors currently working at Strateon Intelligent Wealth 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 |
|---|---|---|
Simi Valley, CA
| 5
|
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