Antigravity Investments

RIASEC RegisteredEst. 2025
Total AUM
$34.9K
Discretionary
$34.9K
100% of AUM
Avg account
$2.9K
Accounts
12
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
290288
Registered since
July 8, 2025
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Antigravity Investments is a very small, independent registered investment adviser focused on serving individual and family clients, as well as small-business owners. The firm offers financial planning and portfolio management services and charges clients using a mix of asset-based fees and fixed fees. Investment activity is concentrated in publicly traded equities, with the adviser showing a clear preference for exchange-traded instruments as the primary building block of client portfolios. Antigravity Investments does not identify as an active ESG manager and does not position itself as a pension or institutional consultant. The firm operates under an individual ownership structure and does not act as a capital allocator, instead relying on third-party fund managers and packaged vehicles for any alternative exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • William Wong

    William Wong

    Founder and CEOCRD 6864027

Contacts

1 of 1
  • Raymond Navarro

    Investment Advisor RepresentativeCRD 7845615

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth