Novato, CA Office

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.