A complete list of active advisors currently associated with Wiedower Capital
Warmer can help you find a great advisor at Wiedower Capital or one who fits your needs even better.
Wiedower Capital LLC is a solo, SEC-registered adviser that provides discretionary separately managed equity portfolios to individual and high‑net‑worth clients, with roughly $2 million in assets under management reported in the brochure. The firm applies a single, uniform investment strategy across client accounts and its filings indicate the client base includes a material portion of non‑U.S. investors. The adviser uses fundamental analysis with an emphasis on qualitative factors such as management integrity and corporate culture, running a concentrated portfolio of long‑term holdings rather than broad diversification or market timing. Accounts are managed primarily in U.S. and Canadian securities but the firm may invest abroad and in cryptocurrencies, and it does not tailor the core strategy to individual client restrictions. Distinctive aspects include the use of performance‑based compensation for qualified clients (with compliance under SEC Rule 205‑3) alongside standard management fees, a structure that is uncommon among independent solo advisers. The firm requires all accounts to be custodied at a single broker‑dealer chosen for international market access, the principal maintains significant personal capital in the same strategy and discloses ongoing outside businesses for which he reports limited weekly involvement.
To learn more about the advisors currently working at Wiedower Capital, 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 |
|---|---|---|
Austin, TX
| 11
|
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