A complete list of active advisors currently associated with WEalthetic LLC

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

WEalthetic LLC works with individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities, offering asset management, comprehensive portfolio management that incorporates financial planning, and standalone financial planning and consulting. Portfolios and plans are customized to client goals and may include individual stocks, bonds, ETFs, options, mutual funds and other public and private securities, with ongoing monitoring and rebalancing. The firm emphasizes individualized strategy construction informed by a broad set of analytical methods — including fundamental, technical/charting, quantitative, cyclical and sector analysis — to guide asset allocation and security selection. Tactical, strategic and core‑satellite approaches are used as appropriate, and the firm may employ options, short‑term trades or other active strategies when consistent with a client’s objectives and risk tolerance. Unlike most solo independent advisers, WEalthetic also provides portfolio management to institutional and corporate clients (corporations, LLCs and similar entities) in addition to individuals, and offers corporate‑oriented services such as corporate and personal tax planning, cost segregation studies, corporate structure review and real‑estate analysis. The firm’s representatives are also licensed to offer insurance products, a relationship disclosed in the brochure as creating potential conflicts that the firm seeks to manage.

To learn more about the advisors currently working at WEalthetic 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
Darren Bloom	San Diego, CA	28
Connor Ludwig	San Diego, CA	0

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support