Wall Street Investment Management, LLC

Overview

Wall Street Investment Management, LLC is a small, equity-tilted registered adviser that focuses on discretionary portfolio management for individuals and small businesses. Founded as an LLC and SEC-registered in 2022, the firm operates under an individual ownership structure and charges fees on a percentage-of-AUM basis (with other fee arrangements possible). Investment activity centers on exchange-traded equities and ETFs, with a clear preference for liquid, tradable instruments while layering in select fund-based and alternative exposures. The firm does not position itself as an active ESG investor and is not organized as a multi-state adviser. Portfolio construction emphasizes concentrated equity allocations delivered through separately managed accounts and ETFs, complemented by third-party fund allocations to add diversification and access to strategies that are harder to implement directly. Advisory services are tailored to individuals and small businesses rather than institutional pension consulting or broad capital allocation mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices