WALLSTREETI.COM

Overview

WallstreetI.com is a small SEC‑registered investment adviser formed as an LLC that focuses on portfolio management for individuals, families and small businesses, plus select business or institutional accounts. The firm operates primarily as a non‑discretionary manager and charges clients either a percentage of assets under management or fixed fees. Its stated investment preference is equities, with active use of exchange‑traded products as the dominant vehicle. The firm does not position itself as an ESG investor and is structured for individual ownership rather than as a capital allocator or multi‑state advisory platform. Investment activity centers on liquid, tradable equity exposure and tactical portfolio construction delivered through client‑directed authority. Given the custodian relationship and product mix, the firm appears set up to execute frequent or opportunistic moves within publicly traded markets while supplementing equity portfolios with third‑party vehicles for exposure outside core public markets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices