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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-01-2025
- Office Locations
- 1
Office Locations
About Talkabouthealth DBA Advizmo
Advizmo is a retail-focused, SEC-registered digital advisor that pairs automated personal finance with tax-optimized ETF portfolio management. The app analyzes linked bank accounts daily, alerts on upcoming bills/overdraft risk, and can automatically move excess cash from checking into expert-built, low-cost ETF portfolios with automatic rebalancing, tax-lot selling, and wash-sale prevention. Brokerage/custody is through Interactive Brokers (SIPC-protected).
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Owner & Executives
MURRAY NATHANIEL JONES
Chief Compliance Officer, Chief Executive Officer
- CRD
- --
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,000 | $250 |
| Non-Discretionary | $0 | -- |
| Total | $1,000 | $250 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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