A complete list of active advisors currently associated with WealthDevs
Warmer can help you find a great advisor at WealthDevs or one who fits your needs even better.
WealthDevs serves individual and high-net-worth clients with continuous discretionary portfolio management, ongoing comprehensive financial planning, and project- or hourly-based planning engagements. The firm also prepares personal and business tax returns as part of its service set. The adviser primarily implements passively managed portfolios composed of index mutual funds and ETFs to meet asset-allocation targets, while using fundamental and cyclical analysis to inform security- and asset-class decisions. Accounts are managed on a discretionary basis, reviewed quarterly, and clients may impose reasonable restrictions on holdings or sectors. Distinctive features include a principal with a CPA credential and the inclusion of tax return preparation and tax-aware planning within packaged advisory offerings, an arrangement that is less common among peers of this size. The firm combines upfront onboarding and ongoing retainer or asset-based billing, does not recommend outside managers or engage in block trading, and serves a relatively small client base given its reported assets under management.
To learn more about the advisors currently working at WealthDevs, 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 |
|---|---|---|
Santa Cruz, CA
| 6
|
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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.
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