WaldO.Ai, Inc.
Firm details
- Headquarters
- New Haven, Connecticut
- CRD number
- 336723
- Registered since
- July 22, 2025
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
WaldO.Ai, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual principal. The firm is registered with the SEC (registration year 2025) and bills clients on a percentage-of-assets-under-management basis. Its stated advisory activity is portfolio management for individuals and small businesses. The firm does not identify itself as a capital allocator and is not flagged as an active ESG investor. It is not listed as a multi-state adviser, and data indicate it is not a newly formed adviser, a pension consultant, or part of a related-adviser structure.
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
Location
New Haven, CT
New Haven
Location
New Haven, CT
Headquartered in New Haven, CT, 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
- New Haven
- Address
- 470 James St
- Time zone
- ET (UTC-5)
- Office locations
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