Autonomous Wealth Management LLC

RIASEC RegisteredEst. 2025
Total AUM
$45.6K
Discretionary
$45.6K
100% of AUM
Avg account
$3K
Accounts
15
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Christopher Swart

    Christopher Swart

    Chief Financial OfficerCRD 6203512

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth