Autonomous Wealth Management LLC
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About
Autonomous Wealth Management LLC provides discretionary investment management to invited individual retail investors through an interactive digital Platform and implements portfolios in brokerage accounts custodied at Apex Clearing Corporation. During its invitation-only beta the firm manages a small client base (15 clients, $45,580 in regulatory AUM as of July 20, 2026) and currently offers its services without charging advisory fees.
The firm’s portfolios are generated by proprietary, AI-driven systems that use client-completed Investor Profiles to select allocations from an approved universe of ETFs and direct-indexed individual equities, and deterministic, rule-based checks confirm alignment with suitability parameters before execution. AWM executes transactions on a discretionary basis when establishing or revising portfolios but does not automatically monitor, rebalance, or provide tax-loss harvesting; clients must update their profiles and request revisions through the Platform.
Compared with typical independent advisers, AWM’s operational model is unusual in that the firm pays the transaction-related and recurring account charges assessed by its custodian so clients do not pay separate per-trade commissions while the firm is in beta, and it delivers services exclusively via an invitation-only digital onboarding process. The firm is a recently formed subsidiary of Autonomous Technologies Group Inc., integrates third-party AI tools into its portfolio construction and compliance checks, and requires Apex custody and platform/API integration to implement client transactions.
Client services
Expertise
Main office
See office25 Kent Avenue, Suite 502
Brooklyn NY 11249
Advisors at this office
1
Offices (2)
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Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Christian M
Series 66
Novato, CA
Autonomous Wealth Management LLC
Christian Mejia is a financial advisor at Autonomous Wealth Management LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Sivia Capital, UBS Financial Services, SF Sentry Securities, Fidelity Brokerage Services, and Charles Schwab. Autonomous Wealth Management LLC provides discretionary investment management to a select group of individual retail investors through an AI-driven, invitation-only digital platform. The firm manages portfolios using proprietary systems that select ETF and direct-indexed equity allocations based on client profiles, executing transactions on a discretionary basis without automatic monitoring or rebalancing.
Christopher S
Series 63, Series 65
Brooklyn, NY
Autonomous Wealth Management LLC
Christopher Swart is President of Autonomous Wealth Management LLC and Chief Financial Officer of its parent company, Autonomous Technologies Group Inc. He holds Series 63 and Series 65 licenses and has professional experience primarily in financial leadership roles since 2025. Prior to his current positions, he held several roles in the hospitality and entertainment industries. He is also a co-owner of a wine bar in Grand Rapids, Michigan, and a holding company involved in venture capital investments. Autonomous Wealth Management LLC provides discretionary investment management to a select group of individual retail investors through an AI-driven digital platform. The firm utilizes proprietary systems to construct portfolios from ETFs and direct-indexed equities, operating with an invitation-only client base and integrating portfolio management with custodial services through Apex Clearing Corporation.
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