A complete list of active advisors currently associated with Tranquil Asset Management LLC

Warmer can help you find a great advisor at Tranquil Asset Management LLC or one who fits your needs even better.

Tranquil Asset Management LLC provides ongoing portfolio management primarily to high‑net‑worth individuals, creating a written Investment Policy Statement for each client and offering monitoring across mutual funds, fixed income, equities, ETFs (including precious‑metal ETFs), REITs, TIPS, commodities and non‑U.S. securities. The firm generally seeks discretionary authority to select securities and execute transactions on behalf of client accounts. The firm combines multiple methods of analysis — charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis — and uses both long‑ and short‑term trading tactics, including short sales, margin transactions and options strategies. Operationally it recommends Interactive Brokers as custodian, bills asset‑based advisory fees in arrears, and discloses that it may receive research or other soft‑dollar benefits from broker‑dealers. Notably, Tranquil manages a very small number of client relationships (five clients) with concentrated assets under management while targeting high‑net‑worth individuals and maintaining no stated account minimum. The brochure also discloses a succession/change‑in‑control amendment filed in 2025, no use of third‑party sub‑advisers, and a policy of not aggregating block trades across multiple client accounts.

To learn more about the advisors currently working at Tranquil Asset 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.