A complete list of active advisors currently associated with Ville Wealth Management

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

Ville Wealth Management is a small, fee‑only independent advisory firm that provides wealth management, financial planning (project‑based and ongoing), and coordinated estate‑planning services. The firm manages client portfolios through third‑party outside managers and model portfolios, and reported about $11.1 million in assets under management across roughly a dozen client relationships. The firm’s investment approach emphasizes asset allocation and modern portfolio theory, using a mix of passive and active funds, ETF/mutual‑fund analysis, and model portfolios available via the Altruist Model Marketplace. Ville Wealth assists clients with selecting and onboarding outside managers, completes investor‑profile questionnaires, performs periodic reviews, and can incorporate socially responsible screens or client‑imposed restrictions when requested. Notably, Ville Wealth was founded in 2025 and concentrates on higher‑asset individuals rather than serving non‑high‑net‑worth retail clients, generally maintaining a $250,000 account minimum (with case‑by‑case waivers). The firm’s use of third‑party managers, its partnership with EncorEstate for estate planning, and reliance on the Altruist platform for model delivery and custody are distinctive implementation features relative to many solo advisers.

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