A complete list of active advisors currently associated with Wealth Innovation

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

Wealth Innovation provides discretionary investment management and related investment advice to individual clients, with its client base concentrated in high‑net‑worth individuals rather than non‑HNW retail clients. The firm operates on a fee‑only basis and does not offer separate paid financial planning services. The firm develops individualized investment policies and implements portfolios using a mix of methods, including fundamental, technical, cyclical, charting, tactical approaches, and Modern Portfolio Theory, along with ETF manager and holdings analysis. Accounts are managed on a discretionary basis with an emphasis on long‑term holdings while allowing short‑term trades as warranted, and reviews are conducted regularly. Wealth Innovation is a small, recently formed adviser managing approximately $12.7 million for a limited number of client relationships, a scale and client mix that differ from many peers in its category. Its principal also operates an independent expert‑witness and consulting practice focused on fiduciary governance and complex financial disputes; the firm discloses this outside activity and states there is no shared client work or referrals.

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