A complete list of active advisors currently associated with Trust Alliance Wealth Partners LLC
Warmer can help you find a great advisor at Trust Alliance Wealth Partners LLC or one who fits your needs even better.
Trust Alliance Wealth Partners LLC provides continuous, discretionary investment management services to a mix of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Although classified as an investment manager that often serves pooled or institutional assets, the firm also accepts individual accounts and does not impose a minimum investment amount. The firm primarily allocates client assets among ETFs and mutual funds and applies technical analysis through model portfolios built on trend and relative-strength metrics. It uses a proprietary ETF and mutual fund ranking system developed by Nasdaq DW to assign clients to one or more models and monitors accounts daily with at least monthly formal reviews. Distinctive features include the Nasdaq DW–based ranking methodology and a model-driven approach tailored to individual risk profiles rather than reliance on active stock selection. The firm requires clients to maintain custody at a designated broker-dealer and does not vote client proxies, leaving proxy decisions to clients while relying on custodian services for trade execution and reporting.
To learn more about the advisors currently working at Trust Alliance Wealth Partners 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 |
|---|---|---|
Owensboro, KY
| 3
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")