A complete list of active advisors currently associated with Viechnicki Wealth Mgmt, LLC

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

Viechnicki Wealth Mgmt, LLC is a single-advisor independent registered investment adviser that provides ongoing, non‑discretionary portfolio management to individual and high‑net‑worth clients (the brochure lists 16 clients). The firm prepares an Investment Policy Statement for each client and advises across a range of securities — including mutual funds, ETFs, fixed income, real estate funds, annuities and inflation‑protected bonds — while also assisting clients in selecting third‑party money managers. The firm’s investment process combines fundamental analysis, technical analysis and modern portfolio theory with a long‑term trading orientation; decisions are implemented in consultation with clients rather than via discretionary trading. VWML conducts periodic reviews, documents risk tolerances in client IPSs, and may place client assets into SEI’s Managed Account Solutions under a tri‑party co‑advisory arrangement with a third‑party manager. What distinguishes this firm from many peers is the presence of multiple disclosure events in its ADV, including a prior FINRA regulatory matter that resulted in an accepted waiver, fine and suspension, a past client award in which the principal contributed to the settlement, and disclosed tax liens and related matters — disclosures that are uncommon among independent solo practitioners. The firm is also notable for its very small client base and for operating with no assets under management reported while routinely directing clients to outside managers (with advisory fees layered on top), and for certain operational practices noted in the brochure such as not aggregating trades.

To learn more about the advisors currently working at Viechnicki Wealth Mgmt, 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.