A complete list of active advisors currently associated with Versai Wealth Management LLC

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

Versai Wealth Management LLC provides discretionary portfolio management and financial planning to individual clients, including high‑net‑worth individuals. The firm is a single‑adviser practice that manages roughly $19 million across about 30 client relationships and offers ongoing portfolio management alongside one‑time or hourly financial planning engagements. The adviser prepares an Investment Policy Statement for each client and typically manages accounts on a discretionary basis, applying a broad set of analytical methods—fundamental, quantitative, technical, charting, cyclical and modern portfolio theory—to inform asset allocation and security selection. The firm implements strategies that include margin and options trading (covered, uncovered and spread strategies) and uses derivatives within separately managed accounts, a practice that is uncommon among independent peers. Distinctive operational features noted in the brochure include a requirement that clients custody assets at Schwab Institutional and an explicit policy not to aggregate trades across multiple client accounts, which can affect execution outcomes. The sole adviser is also a licensed insurance agent who may offer commissionable insurance products, and the firm discloses receipt of third‑party custody and research benefits, each of which are identified as potential conflicts of interest.

To learn more about the advisors currently working at Versai Wealth 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.