A complete list of active advisors currently associated with Aquasphere Am, LLC

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

Aquasphere AM is an investment manager that offers portfolio management and financial planning services to individuals, high‑net‑worth clients, and business entities, and is structured to manage pooled or institutional mandates. The firm documents client objectives in an Investment Policy Statement and typically seeks discretionary authority to implement asset allocation, security selection, and ongoing portfolio monitoring on clients’ behalf. The firm’s investment approach draws on several methods of analysis — including charting, cyclical, fundamental, quantitative and technical analysis — and it implements a wide range of strategies such as long and short trading, margin and options transactions, ETFs, real estate funds, private placements and venture capital. Aquasphere discloses it manages both asset‑based and performance‑based accounts, addresses side‑by‑side conflicts through allocation policies, and states it seeks best execution while acknowledging the higher risks of leveraged and derivative strategies. What is distinctive about Aquasphere is the combination of services and scale: the firm discloses hourly financial planning fees in addition to asset‑based and performance‑based management arrangements, which is relatively uncommon for managers in this category. The brochure also reflects a very small advisory team with no reported assets under management at the stated calculation date, while nonetheless offering access to alternative and higher‑risk strategies and noting it may receive research or other services from custodians.

To learn more about the advisors currently working at Aquasphere Am, 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.