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.

US Wealth Management Advisors, LLC provides investment advisory and financial planning services to a small, mixed client base that includes high‑income and high‑net‑worth individuals, corporate and institutional entities, family offices, and licensed independent advisors seeking turnkey solutions. The firm’s product set includes non‑discretionary separately managed accounts, financial planning and consulting, and multi‑entity or family‑office strategic advisory engagements. The firm employs a multi‑disciplined investment process that combines top‑down macro analysis with fundamental, technical and cyclical methods, using company and sector ratio analysis and a technology‑oriented growth/value perspective informed by both value and growth investing frameworks. All accounts are managed on a non‑discretionary basis: the firm recommends trades and expects clients to authorize transactions, rather than exercising ongoing trading discretion on their behalf. What is noteworthy relative to peers is the combination of a solo, independent adviser model with a client mix that explicitly includes corporate and institutional mandates and multi‑entity family office work—an uncommon configuration for a firm of this size. The firm also operates as a platform for other licensed advisors and recommends and implements a range of traditional and alternative investments, including private placements and tokenized real‑world assets, while relying on independent custodians for account custody.

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.