Hedgewise
RIAState Registered
Total AUM
$14.6M
Discretionary
$13.6M
93% of AUM
Avg account
$374K
Accounts
39
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 173286
- Website
- www.hedgewise.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.89%
- Individuals7.11%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Hedgewise is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves individual and family clients, charging fees as a percentage of assets under management. Its advisory services span discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for businesses or institutional clients. Hedgewise reports it is not an active ESG investor and is not structured as a multi-state adviser or capital allocator.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities94%
- Cash & Cash Equivalents5%
- Derivatives1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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