A complete list of active advisors currently associated with TOR Wealth Advisors, LLC
Warmer can help you find a great advisor at TOR Wealth Advisors, LLC or one who fits your needs even better.
TOR Wealth Advisors, LLC is a state-registered investment adviser that provides discretionary portfolio management, financial planning, family‑office services, and 3(21) retirement‑plan advisory work to individuals, high‑net‑worth clients, trusts, estates, businesses and pooled investment vehicles. With roughly $81 million in assets under management and a single primary adviser, the firm combines ongoing investment management with ad hoc and ongoing planning engagements. The firm constructs customized, primarily long‑term portfolios built around low‑cost mutual funds and ETFs while also using individual stocks, bonds, options and outside independent managers when appropriate; it may hold legacy positions for tax or portfolio‑fit reasons and will rebalance or trade short‑term as needed. TOR Wealth discloses that it may employ borrowing (margin) and derivatives in separately managed accounts and applies internal due diligence before recommending independent managers or private fund investments. What distinguishes the firm from many peers is its role as a private‑fund adviser and affiliated fund sponsor/general partner that offers private equity pooled vehicles to qualified investors, including carried‑interest compensation disclosed in fund offering documents. Its family‑office services (deal‑flow analysis and due diligence, performance and risk reporting, estate/tax planning, business transition pre‑planning and executive coaching), together with its pooled‑vehicle activity and use of margin/derivatives, introduce additional operational complexity and potential conflicts that prospective clients should evaluate.
To learn more about the advisors currently working at TOR Wealth Advisors, 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 |
|---|---|---|
Folsom, CA
| 11
|
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