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

Chief Compliance Officer

KRISTEN VOIGTSBERGER
80 BROAD STREET
5TH FLOOR (PMB#3544)
NEW YORK
NY
United States
Tel: 610-322-6422
(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
(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%

No. Employees, Historic

1050202120222023202420251 on 3/8/20211 on 3/25/20211 on 3/29/20211 on 5/11/20211 on 5/25/20211 on 7/13/20211 on 7/13/20211 on 7/15/20211 on 7/27/20211 on 9/28/20211 on 1/4/20222 on 3/4/20222 on 6/14/20222 on 8/29/20222 on 12/1/20222 on 3/27/20232 on 3/31/2024

RAUM, Historic

0002021202220230 on 3/8/20210 on 3/25/20210 on 3/29/20210 on 5/11/20210 on 5/25/20210 on 7/13/20210 on 7/13/20210 on 7/15/20210 on 7/27/20210 on 9/28/20210 on 1/4/2022

No. Clients, Historic

2,0001,0000202120222023202420250 on 3/8/20210 on 3/25/20210 on 3/29/20210 on 5/11/20210 on 5/25/20210 on 7/13/20210 on 7/13/20210 on 7/15/20210 on 7/27/20210 on 9/28/20210 on 1/4/20222000 on 3/4/20222000 on 6/14/20222000 on 8/29/20222000 on 12/1/20221351 on 3/27/20231351 on 3/31/2024