WAGMI ADVISORY LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
329784

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • GRAHAM SMITH

    PartnerCRD 6077381

  • PAUL PESEK

    Co-FounderCRD 5929489

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth