IADVISE Partners

iAdvise Partners provides discretionary and non‑discretionary investment management, family office services, and sub‑advisory support to high‑net‑worth individuals, corporations, trusts and charitable organizations. As of December 31, 2025, the firm reported approximately $224.45 million in regulatory assets under management across roughly 20 client relationships.

The firm customizes separately managed accounts and asset‑allocation strategies across equities, fixed income, options and alternative investments, and offers consolidated reporting, ongoing monitoring and wealth transfer/succession planning. iAdvise may employ hedging strategies and utilizes derivatives and borrowing within separately managed accounts (including margined assets), and it considers foreign‑currency and emerging‑market exposures when tailoring portfolios.

iAdvise’s structure includes affiliated entities that extend its services beyond traditional portfolio management: an affiliated real estate entity (iAdvise Real Estate, LLC) may provide real estate services and receive transaction‑related compensation, and the firm is under common ownership with a Spain‑based advisory entity (iAdvise Partners AV S.L.), reflecting a cross‑border affiliation and client reach. One executive officer’s role as trustee for a client has resulted in the firm reporting custody and engaging an independent PCAOB‑registered accountant for a custody examination, and the firm also provides sub‑advisory and administrative services to third‑party programs.