A complete list of active advisors currently associated with Theta Wealth Partners
Warmer can help you find a great advisor at Theta Wealth Partners or one who fits your needs even better.
Theta Wealth Partners provides ongoing portfolio management and investment advisory services to individuals and high‑net‑worth individuals, creating investment policy statements and offering portfolios that include mutual funds, fixed income, ETFs, real estate funds and insurance products. The firm’s Form ADV discloses a wrap‑fee portfolio management program in which clients are charged a single fee and the firm pays transaction costs out of that fee. The firm describes a multi‑disciplinary investment approach using charting, fundamental analysis, modern portfolio theory and quantitative methods, and it may employ long‑ and short‑term trading, options, margin and short sales when appropriate. TWPL generally seeks discretionary authority for accounts, conducts monthly reviews, and provides custodial account reports along with separate quarterly statements. Notable in the brochure is the firm’s role as a wrap‑fee program sponsor and a disclosed affiliation with insurance activities: a principal is a licensed insurance agent, and the brochure identifies the resulting conflicts and the firm’s procedures for disclosure and review. The brochure also specifies that clients must custody assets at Schwab Institutional and warns that absorbing transaction costs for wrap accounts creates an incentive to limit trading, a dynamic the firm says it addresses through written policies and disclosures.
To learn more about the advisors currently working at Theta Wealth Partners, 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 |
|---|---|---|
Chicago, IL
| 17
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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