A complete list of active advisors currently associated with Tekmen Wells LLC
Warmer can help you find a great advisor at Tekmen Wells LLC or one who fits your needs even better.
Tekmen Wells provides asset management and occasional financial planning and consulting to individuals, trusts, foundations and corporations, including high‑net‑worth households. Services are delivered primarily as portfolio management, generally on a discretionary basis and documented through Investment Advisory and Limited Power of Attorney agreements. The firm builds individualized asset allocation guidelines and written investment policy statements, using a mix of mutual funds, ETFs, alternatives, stocks, bonds and options and, where appropriate, allocating portions of portfolios to independent third‑party managers on the Envestnet platform. Tekmen Wells conducts due diligence and ongoing monitoring of third‑party managers, reviews accounts at least annually, and may employ limited margin or short sales for clients with higher risk tolerances while involving multiple generations in family financial planning when relevant. What is notable about Tekmen Wells is its use of a wrap‑fee program (sponsored by Envestnet and administered with Pershing custody) as the primary — and currently exclusive — vehicle for delivering investment management, a practice that is uncommon among similar supported firms. The brochure reports $92,420,086 in discretionary assets under management and discloses potential conflicts tied to soft‑dollar benefits and the allocation of fees among Pershing, Envestnet and third‑party managers, along with stated mitigation steps such as fiduciary acknowledgements and periodic program reviews.
To learn more about the advisors currently working at Tekmen Wells 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 |
|---|---|---|
New York, NY
| 5
| |
New York, NY
| 4
|
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