A complete list of active advisors currently associated with Wheatfield Wealth Management, LLC
Warmer can help you find a great advisor at Wheatfield Wealth Management, LLC or one who fits your needs even better.
Wheatfield Wealth Management primarily serves individuals and high‑net‑worth individuals and offers five service types: discretionary and non‑discretionary investment management, client‑directed advice‑only engagements, standalone financial planning, and hourly plan reviews. Managed‑AUM relationships include ongoing financial planning within the agreed scope, while advice‑only and standalone services are offered on specified fee schedules. The firm’s investment process begins with client goals, time horizon, liquidity needs and risk tolerance and uses asset‑allocation modeling, diversification, fundamental and technical analysis, and risk‑based models to construct predominantly long‑term, long‑only portfolios across ETFs, mutual funds, individual equities, fixed income and real‑asset exposures. Accounts are reviewed at least quarterly with tax‑aware rebalancing considerations; margin, short selling and options are not used without specific documented account approval, and the firm may include a limited, optional allocation to digital‑asset‑linked securities held through a qualified custodian. Noteworthy operational details include that the firm registered effective August 31, 2026 and currently reports no advisory clients or assets under management, and that the firm’s owner remains employed full‑time outside the advisory business and devotes roughly 20 hours per week to the firm, which the brochure identifies as a limit on availability. The firm documents precise AUM billing mechanics, authorizes custodian fee‑deduction safeguards, supports qualifying first‑party transfer arrangements where custodian conditions are met, and maintains a Code of Ethics and personal‑trading controls with specific disclosure around digital‑asset exposure.
To learn more about the advisors currently working at Wheatfield Wealth Management, 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 |
|---|---|---|
Nashville, TN
| 0
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