A complete list of active advisors currently associated with Abaya Wealth Management LLC

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

The firm provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and foundations. Services listed in the brochure include asset allocation and ongoing portfolio monitoring across equities, mutual funds, fixed income, ETFs and insurance products (including annuities), pension consulting for 401(k) and 403(b) plans, and fee‑based financial planning. Investment decisions are made under discretionary authority and are tailored to each client’s goals, time horizon, and risk tolerance, with account monitoring and reviews performed at least monthly. The adviser describes a blended methodology that uses fundamental, technical and charting analysis alongside modern portfolio theory and quantitative techniques to construct and monitor portfolios. A distinctive feature in the brochure is the firm’s pension consulting offering—relatively uncommon among peers—which is available both on an AUM fee schedule and on an hourly basis ($200–$400), and the firm states it manages client assets internally rather than utilizing third‑party advisers. The brochure also discloses an account minimum of $350,000, reported assets under management of $18 million, and fixed‑fee financial plans quoted at $2,000–$5,000.

To learn more about the advisors currently working at Abaya 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.