Autonomous Wealth Management LLC
Firm details
- Headquarters
- Brooklynn, New York
- CRD number
- 337909
- Registered since
- November 20, 2025
- Fee structure
- Other
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Autonomous Wealth Management LLC is an SEC-registered limited liability company (registration year 2025) that provides discretionary portfolio management primarily for individual and family clients as well as small businesses and other institutional entities. The firm is owned by a mix of a domestic entity and an individual and reports a nonstandard fee structure categorized as "Other." It does not identify as an active ESG investor, is not a multi-state adviser, and does not describe itself as a pension consultant or related adviser. The advisory focus indicated in filings centers on direct portfolio management rather than capital allocation or outsourced manager selection.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1
Christopher Swart
Chief Financial OfficerCRD 6203512
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Brooklynn, NY
Kings
Location
Brooklynn, NY
Headquartered in Brooklynn, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Kings
- Address
- 25 Kent Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Wealthie Advisors
RIABrooklynn, NY
Taher Financial Planning
RIABrooklynn, NY
Mountain Ash Capital LLC
RIABrooklynn, NY
Gramercy Private Wealth LLC
RIABrooklynn, NY
Fortune Advisory Services
RIABrooklynn, NY
Meta Investment Management Company LLC
RIABrooklynn, NY