A complete list of active advisors currently associated with SmartAlpha Wealth Advisors LLC
Warmer can help you find a great advisor at SmartAlpha Wealth Advisors LLC or one who fits your needs even better.
SmartAlpha Wealth Advisors primarily manages pooled vehicles and institutional assets and provides continuous investment management alongside a range of financial planning services. The firm offers ongoing comprehensive planning, project-based engagements, and hourly planning arrangements and delivers written or electronic financial plans to clients. Its investment approach emphasizes strategic asset allocation and Modern Portfolio Theory, blending passive and active strategies and allowing tactical deviations from long-term target weights. The brochure also states the firm may employ derivatives and options strategies, including covered call writing, and discloses the specific risks associated with those instruments. Distinctive elements include principals with engineering and technology backgrounds who maintain outside professional roles and passive real‑estate investments, and the firm’s recent formation with no reported assets under management to date. Operational practices that differ from many peers include a policy not to aggregate block trades and a preference for a fully digital custodian platform, combined with the availability of hourly planning services that are less common for managers focused on pooled or institutional assets.
To learn more about the advisors currently working at SmartAlpha Wealth Advisors 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.
Name |
Location |
Years of experience |
|---|---|---|
Chandler, AZ
| 3
| |
Chandler, AZ
| 3
|
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