Inaeya Wealth Management LLC
RIASEC Registered
Total AUM
$30M
Discretionary
$30M
100% of AUM
Avg account
$300K
Accounts
100
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 312110
- Website
- inaeya.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals53.33%
- HNWI46.67%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Inaeya Wealth Management LLC is a small, privately owned advisory firm organized as an LLC that manages portfolios for individuals, families and small business owners. The firm charges fees based on a percentage of assets under management and delivers discretionary portfolio management rather than institutional consulting. It does not identify as an active ESG investor, is not positioned as a multi-state adviser, and does not operate as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1Mohammed Merchant
FounderCRD 7335409
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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