A complete list of active advisors currently associated with WealthX Advisors

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

WealthX Advisors provides discretionary and non‑discretionary portfolio management and investment advice to individuals, high‑net‑worth individuals, charitable organizations and business entities, documenting client objectives and constraints in Investment Policy Statements. The firm manages a small client base (about 37 relationships) with approximately $16 million in discretionary assets and includes cryptocurrency and private placement allocations among eligible investments. The firm’s investment process combines modern portfolio theory with quantitative, fundamental, technical, cyclical and charting analyses and employs both long‑term and short‑term trading consistent with each client’s IPS. WealthX seeks trading authority for discretionary accounts, requires use of specified custodians for traditional and crypto assets, and accesses custodian‑provided research and services that may include soft‑dollar benefits. Compared with many peers, WealthX is notable for an explicit operational setup for digital assets—using a federally chartered crypto custodian and a separate crypto asset management program—and for accepting private placements and venture capital investments alongside traditional funds and ETFs. Principals also maintain outside activities disclosed in the brochure (insurance sales with commission conflicts and blockchain node ambassador roles) and the firm discloses referral arrangements with a precious‑metals IRA provider, with policies described to document and mitigate related conflicts.

To learn more about the advisors currently working at WealthX Advisors, 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.