TVAMP, LLC

TVAMP, LLC is an SEC-registered multi-advisor firm that provides asset management, financial planning and consulting, variable sub-account management, and referrals to third‑party money managers for individuals, entities and retirement plans. The firm offers both discretionary and non‑discretionary services, including LPL-sponsored wrap programs and third‑party manager referrals, and supplements advisory work with estate‑planning support and divorce financial planning when requested.

The firm typically builds diversified portfolios using mutual funds and exchange‑traded funds and applies a mix of fundamental, technical and cyclical analysis, with trading strategies that can include long‑term holdings, shorter‑term trades, and margin or options where appropriate. TVAMP tailors services to each client’s objectives and allows clients to impose reasonable restrictions; discretionary accounts are monitored on an ongoing basis with at least annual reviews, while non‑discretionary consulting is provided in response to client requests.

Several features in the ADV are less common among peers: TVAMP discloses that it occasionally publishes impersonal newsletters and runs seminars and workshops as part of its client outreach. The firm is also licensed as an insurance agency in multiple states and its representatives may sell insurance and annuity products for commissions (and may, at their discretion, reduce advisory fees by the amount of commissions), and the brochure documents formal referral and marketing arrangements and related reimbursements used in client acquisition and outreach.