WAGMI ADVISORY LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 329784
Firm profile
FINTRXOverview
Wagmi Advisory LLC operates as an owner-run advisory and fund sponsor that builds and manages pooled investment vehicles rather than serving traditional retail advisory clients. The firm serves as sponsor, general partner and managing member on a large number of private funds, with a clear tilt toward venture capital activity. It is not positioned as a multi-state retail RIA or an ESG-focused allocator; instead, its activity centers on structuring, operating and advising private pooled vehicles where it takes an active founder/manager role. The pattern of activity—many small funds and a sponsor/GP role—signals a business model focused on originating and packaging private deals, running multiple fund structures, and capturing management and carried-interest economics rather than running discretionary retail accounts.
Assets & Accounts
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
Contacts
2 of 2GRAHAM SMITH
PartnerCRD 6077381
PAUL PESEK
Co-FounderCRD 5929489
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 2225 N Harwood St
- Time zone
- CT (UTC-6)
- Office locations
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