CONVEXITY WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- SEATTLE, Washington
- CRD number
- 327183
- Website
- www.convexitywm.com
- Custodians
- THE VANGUARD GROUP, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI74.62%
- Individuals25.38%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Convexity Wealth Management, LLC is an independently owned registered investment adviser operating as a limited liability company. The firm focuses on serving individual and family clients, delivering financial planning and portfolio management for individuals and small businesses. Its fees are charged as a percentage of assets under management. Convexity reports that it does not position itself as an ESG-driven investor, is not a multi-state adviser, and does not act as a pension consultant or capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Private Funds100%
Contacts
2 of 2JAMES PETRICCIANI
PrincipalCRD 5282369
GEORGE CHACKO
MemberCRD 4930341
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SEATTLE, WA
KING
Location
SEATTLE, WA
Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 600 Stewart St
- Time zone
- PT (UTC-8)
- Office locations
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