A complete list of active advisors currently associated with US Wealth Management Advisors, LLC

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

The firm provides non‑discretionary portfolio management, financial planning, and family‑office/strategic advisory services to a mix of clients, including high‑income and high‑net‑worth individuals, corporate and institutional entities, trusts, and multi‑entity family offices. It also positions its platform to serve licensed independent advisors seeking a turnkey advisory solution, and manages client assets as separately managed accounts held at independent custodians. Investment advice is delivered through a multi‑disciplined process that blends top‑down macro analysis with fundamental ratio screening, cyclical study, and technical timing, with an emphasis on growth and technology themes alongside value principles. Because all accounts are managed on a non‑discretionary basis, the firm presents recommendations for client authorization and expects clients to remain engaged in approving transactions and implementation. What distinguishes the firm from many peers is its combination of entirely non‑discretionary AUM with a client base that explicitly includes corporate and institutional mandates — a mix that is uncommon for small independent advisory practices. The firm’s principal brings decades of market experience, and the business supports a broader product set than typical peers (including alternative and digital/tokenized real‑world assets and multi‑entity family‑office work) while operating a platform/master account arrangement (currently through Interactive Brokers) for custody and execution.

To learn more about the advisors currently working at US Wealth Management 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.