A complete list of active advisors currently associated with Village Wealth Advisors
Warmer can help you find a great advisor at Village Wealth Advisors or one who fits your needs even better.
Village Wealth Advisors provides financial planning and portfolio management to individual and high-net-worth clients, serving roughly 240 client relationships through a four-advisor team and managing about $258 million in discretionary assets. Services described in the brochure include multi-component and modular financial planning (cash flow, retirement, education, tax and estate considerations), ongoing portfolio supervision, and periodic educational workshops offered at no charge. The firm describes an investment approach grounded in Modern Portfolio Theory and fundamental analysis, with diversified allocations across domestic and international equities, fixed income and real estate, and a heavy use of mutual funds and ETFs. Its brochure also discusses use of leveraged and inverse ETFs and structured notes and highlights risks associated with borrowing and leverage, and it notes the firm will manage accounts on a discretionary basis and may monitor or provide recommendations for “held-away” accounts (including considering those values when assessing total advisory relationships). Compared with many peers, the firm emphasizes complimentary educational seminars and formal client reporting (quarterly performance reports calculated using time-weighted and internal rate of return methods, reviewed by senior compliance), and it operates with a small supported adviser count relative to its asset size. The brochure also discloses reliance on a third-party custodian program for trade execution and operational support and explains the firm’s review process for custodian services and potential conflicts arising from custodial benefits.
To learn more about the advisors currently working at Village Wealth Advisors, 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.
You can also browse Village Wealth Advisors's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Westlake Village, CA
| 11
| |
Westlake Village, CA
| 21
| |
Assaria, KS
| 1
| |
Westlake Village, CA
| 13
|
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