A complete list of active advisors currently associated with Wealth Analytics Partners, LLC

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

Wealth Analytics Partners serves a mix of individual and high‑net‑worth clients, as well as trusts, estates, charitable organizations, and business entities, providing fee‑only investment management and written financial planning. The firm is SEC‑registered, operates under fiduciary standards for retirement accounts, and manages client assets on a discretionary basis. The adviser’s investment process relies on fundamental analysis to construct globally diversified portfolios and may employ both long‑ and short‑term positions and occasional margin transactions; advisory personnel conduct periodic reviews and use portfolio rebalancing to maintain allocations. The firm works with institutional custodial platforms and takes share‑class costs into account when selecting mutual funds, and it delivers regular performance reporting to clients. Distinctive features include a compact advisory team overseeing roughly $316 million in discretionary assets while operating multiple offices and being co‑owned by two corporate entities. Operationally, the firm emphasizes supervisory controls such as quarterly reviews of personal trading, documented procedures for standing letters of authorization to manage third‑party transfers without triggering surprise audits, and a standing policy that clients retain proxy‑voting authority.

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