WaldO.Ai, Inc.

Overview

WaldO.Ai, Inc. is organized as a corporation and operates as an independent registered investment adviser. The firm is SEC-registered as of 2025 and is owned by an individual. Its stated advisory activity is portfolio management for individuals and small businesses, and it charges clients on a percentage-of-assets-under-management basis. The firm is not positioned as a capital allocator and is not identified as an active ESG investor. Regulatory and operational flags in the source indicate the firm is not designated as a multi-state adviser and is not a pension consultant or related adviser. Those attributes suggest a narrow client focus and a relatively straightforward advisory model centered on discretionary portfolio management for private clients and small business owners.

Investments & Alternatives

Location & Offices