A complete list of active advisors currently associated with Wealth IQ

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

Wealth IQ provides investment management and a range of financial planning services to individual and high‑net‑worth clients, including comprehensive, ongoing, and project‑based planning. The firm also offers specialized planning for business owners, employee benefits optimization, retirement and estate planning, and tax‑aware recommendations. The firm offers both a Do‑It‑Yourself advisory model—where Wealth IQ delivers recommendations while clients retain trading control—and a Do‑It‑For‑Me arrangement with limited discretionary authority to implement portfolios. Investment implementation relies on proprietary ETF/mutual‑fund‑based allocation models and may incorporate third‑party models or strategies available through custodial platforms, using a mix of passive and active funds and options for socially responsible or tax‑aware strategies. Distinctive features include cross‑border advisory services and suitability reviews of private placements (Reg D offerings), services that are less common for peers in this category. Wealth IQ operates on a fee‑only basis, uses institutional custodial platforms (including Schwab and Altruist) to access third‑party model strategies and direct‑indexing/tax‑aware tools, and does not act as a placement agent or accept third‑party sales compensation.

To learn more about the advisors currently working at Wealth IQ, 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
Aditi Kapadia	Lafayette, CO	2

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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