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

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

Alegre Wealth Management serves individual and high‑net‑worth clients by offering wealth management, investment management, and financial planning services, available as ongoing engagements or project‑based work. The firm also provides educational seminars and speaking engagements to organizations and the public as a complementary, purely educational offering. The firm’s investment approach combines fundamental and technical analysis with principles of modern portfolio theory, using both passive and active vehicles and permitting socially responsible (ESG) customizations when requested. For investment management engagements the firm typically operates with discretionary authority, tailors asset allocations to client goals and risk tolerance, and emphasizes long‑term holdings with selective short‑term trades as appropriate. While Alegre is fee‑only and generally charges percentage‑of‑assets management fees like many peers, it is notable for offering seminars and speaking engagements—an uncommon service among investment managers. Founded and registered in 2025 and led by a CFP®‑credentialed principal with prior experience at large industry firms, Alegre reported no assets under management and no advisory clients as of December 31, 2025.

To learn more about the advisors currently working at Alegre 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.