A complete list of active advisors currently associated with Wealth Compounders LLC
Warmer can help you find a great advisor at Wealth Compounders LLC or one who fits your needs even better.
The firm provides portfolio management, financial planning, and consulting to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and business entities. Engagements typically begin with an Investment Policy Statement and range from ongoing portfolio monitoring to one-time financial plans and written pension consulting plans for retirement arrangements such as 401(k) plans. Investment decisions are informed by charting, fundamental, and technical analysis and can include long- and short-term trading, short sales, margin use, and options strategies (including covered, uncovered, and spread positions). The brochure notes that the firm’s assets under management are predominantly non-discretionary—$10,171,167 in non-discretionary AUM and $0 in discretionary AUM—so many accounts remain subject to client approval rather than being fully discretionary. Compared with peers, the firm’s use of derivatives and options strategies within client accounts and its explicit pension consulting offering are uncommon features for an independent advisor. The firm also requires clients to custody with Interactive Brokers LLC and discloses acceptance of soft-dollar research and related services from custodians, which may affect broker selection.
To learn more about the advisors currently working at Wealth Compounders 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.
Name |
Location |
Years of experience |
|---|---|---|
Wesley Chapel, FL
| 7
|
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