A complete list of active advisors currently associated with Walleye Partners LLC

Warmer can help you find a great advisor at Walleye Partners LLC or one who fits your needs even better.

Walleye Partners LLC provides investment advisory services to individual and high‑net‑worth clients, primarily through discretionary managed accounts and by recommending or overseeing third‑party sub‑advisors. The firm delivers tailored investment recommendations and written strategies, charging asset‑based fees assessed on a quarterly basis and recommending the use of an independent custodian for account custody. The firm’s investment process is centered on matching asset allocation and investment strategies to each client’s objectives, time horizon, and risk tolerance, and may incorporate approaches such as dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases. Walleye Partners documents client restrictions on discretionary authority, supervises sub‑advisors it engages, and notes material considerations such as tax implications and the use of service providers that employ artificial intelligence. Compared with many peers, the firm’s principal maintains outside affiliations — membership in another advisory firm and partial ownership of a venture capital vehicle that charges performance‑based fees to accredited investors — and the firm states it will not solicit client investments in that vehicle but may inform clients of its existence. The firm is also newly established yet manages several hundred million in assets with a small advisory team and provides a one‑time financial plan to clients, which differs from firms that commonly offer ongoing planning.

To learn more about the advisors currently working at Walleye Partners 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.