WEMBLEY STRATEGIC ADVISORY LLC

RIASEC RegisteredEst. 2019

Total AUM

$695M

Discretionary

$409M

59% of AUM

Avg account

$19.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 305692
Registered since: October 18, 2019
Custodians: J.P. MORGAN SECURITIES INC., JULIUS BÄR GROUP AG
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI98.16%
Pooled Investment Vehicles1.84%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Wembley Strategic Advisory LLC is an SEC-registered investment advisor (since 2019) organized as an LLC and owned by an individual. The firm serves a mix of high-net-worth individuals, families and institutional clients and operates as a capital allocator: it provides portfolio management for individuals and small businesses, manages pooled investment vehicles, and selects other advisers on clients' behalf. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly, fixed-fee, and performance-based structures. Wembley does not identify as an active ESG investor and is not a multi-state adviser.