MYWALLST ADVISORY LLC
Adviser information for MYWALLST ADVISORY LLC last updated from Form ADV on March 31st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 2 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 1 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | No |
---|
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 1,342 | $0 |
HNW Individuals | 9 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 1351 |
No. of Non-U.S. Clients | 80 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
---|---|
Compensation | % of AUMHourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-120735 |
---|---|
SEC ERA File Number | 801-120735 |
SEC CIK Numbers | None |
SEC CRD Numbers | 311970 |
Legal Entity Identifier | None |
Principal Office
80 BROAD STREET 5TH FLOOR(PMB #3544)
NEW YORK
NY
United States
Monday - Friday, 9:00 - 5:00
Tel: 332-203-4174, Fax: None
Websites
Chief Compliance Officer
KRISTEN VOIGTSBERGER
80 BROAD STREET
5TH FLOOR (PMB#3544)
NEW YORK
NY
United States
Tel:
610-322-6422
K******@*******************M
(Full email address available in API data)
Regulatory Contact
DAVID JAINDL MARTIN
DIRECTOR
530 E 76TH
APT 30H
NEW YORK
NY
United States
Tel:
13322034175
D****@*******************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
MYWALLST LTD. | Foreign Entity | – | MEMBER | 11/2020 | > 75% |
MARTIN, DAVID, JAINDL | Individual | – | CEO | 01/2022 | < 5% |
VOIGTSBERGER, KRISTEN, ELIZABETH | Individual | – | CCO | 06/2022 | < 5% |