Wavelet Advisors
RIASEC Registered
Total AUM
$9.6M
Discretionary
$9.6M
100% of AUM
Avg account
$801K
Accounts
12
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 328272
- Website
- www.waveletadvisors.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Wavelet Advisors is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on fee-for-service portfolio management for individuals, families and small businesses, and it also provides portfolio management to business or institutional clients. Compensation is a mix of percentage-of-AUM and fixed fees. Wavelet reports it is not an active ESG investor, is not a multi-state adviser, and does not act 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 Equities44%
- Investment Grade Corp Bonds29%
- Cash & Cash Equivalents17%
- Public Funds/Mutual Funds6%
- US Government Bonds4%
Contacts
1 of 1
Hubert Parzecki
Managing PartnerCRD 4228092
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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