Wasi

Overview

Wasi is an independent registered investment adviser organized as a corporation that serves individual and family clients. The firm charges fees as a percentage of assets under management and appears to operate primarily on a non-discretionary basis—the entire reported asset base is listed as non-discretionary. Advisory services include portfolio management for individuals and small businesses and the publication of periodicals or newsletters. Wasi is not positioned as a capital allocator and is not identified as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives