A complete list of active advisors currently associated with Wholestory Wealth LLC

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

Wholestory Wealth LLC is a fee-only advisory firm that offers wealth management (continuous investment management) and project‑based financial planning. The firm’s ADV lists individuals and high‑net‑worth individuals as target clients, but the brochure reports $0 in assets under management and no clients as of the filing date. The firm’s investment approach combines fundamental, technical, cyclical and charting analysis within a Modern Portfolio Theory framework and may use both passive and active vehicles; it can incorporate ESG screens and notes potential exposure to cryptocurrency in certain client situations. Accounts are generally managed on a discretionary basis, the firm requires use of its recommended institutional custodian and describes the use of standing letters of authorization / SLOA arrangements for transfers. Noteworthy operational details include a recently formed, two‑advisor leadership with institutional trading experience and an advanced wealth designation, a stated $250,000 account minimum (subject to case‑by‑case waivers), and policies that the adviser will not vote client proxies, does not aggregate trades, and does not accept third‑party sales compensation. The combination of a trading‑oriented leadership team, SLOA capability, custody at a required institutional platform, and an initial profile showing no clients or AUM is atypical among supported peers.

To learn more about the advisors currently working at Wholestory Wealth 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
Maura Egan	Greensboro, NC	0
Megan Trolley	Greensboro, NC	0

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