Wata Capital LLC

Overview

Wata Capital LLC is an independent Registered Investment Adviser operating as a limited liability company and owned by an individual. The firm serves primarily individual and family clients, offering financial planning and portfolio management services for individuals and small businesses. Its fee arrangements include asset-based fees, fixed fees, and structures that allow for performance-based compensation. The firm does not identify as an active ESG investor and is not positioned as a multi-state adviser, pension consultant, or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices