A complete list of active advisors currently associated with Therawealth, LLC

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

TheraWealth advises individual and high‑net‑worth clients, offering ongoing portfolio management, financial planning, and estate‑planning services, and it also assists clients with 401(k) investment selection. Its investment advice is generally limited to mutual funds, fixed income, real estate funds (including REITs), insurance products (including annuities), equities, ETFs, TIPS, commodities, and non‑U.S. securities. The firm delivers non‑discretionary portfolio management built around a written Investment Policy Statement, and it executes transactions only after obtaining client approval while performing at least annual account reviews. Its methods of analysis include charting, cyclical and technical analysis, fundamental analysis, and modern portfolio theory, and it generally pursues a long‑term trading orientation while disclosing the risks of the strategies used. Noteworthy differences from many independent peers are its affiliated insurance and broker‑dealer activities: a firm principal maintains insurance and broker‑dealer registrations and the brochure discloses that commissions for insurance product sales are received and documented as conflicts of interest. The firm also reports virtually all assets as non‑discretionary (approximately $8.3 million) and uses a third‑party scrivener service for estate‑planning document preparation, which can influence how recommendations are implemented.

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