WALDO.AI, INC.

Overview

WaldO.Ai, Inc. is organized as a corporation and is positioned as a fee-based advisory business focused on portfolio management for individuals and small businesses. The firm reports a percentage-of-AUM fee model and is owned by an individual. Its registration is listed as occurring in 2025. The firm does not describe itself as an active ESG investor, is not classified as a capital allocator, and does not identify as a pension consultant or related adviser. The stated advisory activity centers on direct portfolio management rather than running pooled investment vehicles. The firm lists private placements among its alternative investment channels, indicating a willingness to place client capital into private securities or offerings in addition to handling more conventional portfolios for individual and small business clients.

Assets & Accounts

Investments & Alternatives

Location & Offices