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

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

TaiBay Wealth Management LLC provides discretionary portfolio management and written financial planning primarily to individual and high‑net‑worth clients, generally charging asset‑based fees and maintaining an account minimum of $100,000. As of December 2025 the firm reported approximately $56.9 million in discretionary assets under management and issues an Investment Policy Statement for each client to document goals, risk tolerance and asset allocation. The firm’s investment process combines fundamental analysis with modern portfolio theory and employs a mix of long‑ and short‑term strategies, including the use of margin, options and allocations to mutual funds, ETFs (including precious‑metal ETFs), real estate funds and non‑U.S. securities. TaiBay typically operates under discretionary trading authority, custodians client assets at Schwab Institutional, and provides quarterly account reporting tied to the client’s Investment Policy Statement. Distinctive aspects of the firm include a significant non‑U.S. client base and an explicit inclusion of non‑U.S. securities in its investment universe, which the brochure highlights as carrying additional currency, political and regulatory risks. The firm’s principal also conducts licensed insurance activities through a separate DBA and may offer commissionable insurance products, a disclosed potential conflict of interest that the firm documents for clients.

To learn more about the advisors currently working at TaiBay 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.