A complete list of active advisors currently associated with Currents Wealth Strategies LLC

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

Currents Wealth Strategies offers ongoing portfolio management and financial planning services to individuals, high-net-worth individuals, and charitable organizations, providing Investment Policy Statements and, where agreed, discretionary trading authority. The firm’s brochure indicates asset-based advisory fees are used for portfolio management and also discloses fixed-fee and hourly financial planning arrangements. The firm describes an investment approach that combines fundamental analysis and modern portfolio theory with long-term trading and options strategies, including covered, uncovered, and spread option positions. Its materials emphasize the risks of derivatives and leveraged option strategies and document client risk tolerances and objectives in written Investment Policy Statements. Compared with typical investment-manager peers, Currents Wealth Strategies is a very small, single-management practice that reported no assets under management as of December 2025 and highlights several less-common practices: the brochure discusses derivative use and the potential for leveraged losses (which can imply margin/borrowing in separately managed accounts) and it expressly offers hourly financial-planning fees. The firm also notes it does not participate in wrap-fee programs, does not select third‑party managers, and does not aggregate trades across multiple client accounts.

To learn more about the advisors currently working at Currents Wealth Strategies 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.