A complete list of active advisors currently associated with The Geauxmez Group Wealth Management LLC

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

The Geauxmez Group Wealth Management provides discretionary wealth management and financial planning services to individuals and high‑net‑worth clients. The firm typically charges percentage‑of‑assets fees and constructs client portfolios primarily from low‑cost mutual funds and ETFs while also offering stand‑alone financial planning engagements. The firm describes a generally long‑term, fiduciary‑oriented approach that uses both fundamental and technical analysis to develop strategic asset allocations and diversified portfolios, with discretion to rebalance, harvest gains/losses, or use individual securities and alternatives as appropriate. It may implement portions of client portfolios through unaffiliated independent managers and monitors accounts on a regular basis. What distinguishes the firm from many independent peers is its affiliation with an affiliated real‑estate fund (where an affiliate serves as general partner/sponsor of a limited partnership offered to accredited investors) and with an operating real‑estate brokerage; the brochure discloses that affiliates may receive management fees or carried interest and describes policies for independent review and conflict mitigation. The firm is newly established and reported no assets under management or clients at the time of the filing, and its principal discloses significant outside business activities in real estate and fund work that prospective clients should consider with respect to availability and potential conflicts.

To learn more about the advisors currently working at The Geauxmez Group 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.