Wavelet Advisors

Overview

Wavelet Advisors is a small, fee-based registered investment adviser focused on portfolio management for individuals, families and small businesses. The firm favors equity-oriented allocations, with exchange-traded equities representing its largest single exposure. Its business model mixes percentage-of-AUM pricing with fixed-fee arrangements and concentrates on discretionary portfolio management rather than consulting or pension work. Wavelet Advisors does not position itself as an ESG investor and does not operate as a multi-state adviser; its client base is primarily individuals and families.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices