Convexity Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Convexity Wealth Management serves individual and high net worth clients and provides discretionary portfolio management alongside integrated financial planning. The firm manages roughly $64 million across under 100 client accounts and constructs portfolios primarily with mutual funds and ETFs, with individual equities used only as complementary holdings when necessary.
The adviser follows a risk-based diversification process that attempts to equalize each holding’s contribution to overall portfolio risk, with the goal of creating convex payoff structures; accounts are reviewed at least monthly for rebalancing and tax-loss harvesting opportunities. Convexity manages client accounts on a discretionary basis and includes financial planning as part of its portfolio management services rather than as a separately billed offering.
Noteworthy operational features include a fee-only model with no commissions or performance-based fees and a practice of requesting clients direct brokerage through Vanguard; the firm does not aggregate trades across client accounts, which can affect execution timing. Convexity invoices clients via third-party emailed bills that support ACH and card payments, and it relies on custodians to provide custody and performance reporting.
Client services
Expertise
Fee options
$0+: 0.50% annually for general savings and post-tax retirement assets $0+: 0.315% annually for pre-tax retirement assets
Fee-only: Charged as a percentage of assets under management; no commissions or other compensation accepted.
Main office
600 Stewart St, Ste 400
Seattle WA 98101
Advisors at this office
2
Most active in
California · Oregon · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Forms ADV
Quick links
Advisors at this firm
George C
Series 65
Seattle, WA
Convexity Wealth Management, LLC
George Chacko is a financial advisor at Convexity Wealth Management, LLC in Seattle, WA, with one year of industry experience and a Series 65 designation. He has been affiliated with Santa Clara University since 2006. Convexity Wealth Management serves individual and high net worth clients, providing discretionary portfolio management and integrated financial planning. The firm manages approximately $64 million across fewer than 100 client accounts, employing a risk-based diversification approach centered on mutual funds and ETFs, with individual equities used selectively.
James P
Series 65
Seattle, WA
Convexity Wealth Management, LLC
James Petricciani is a financial advisor at Convexity Wealth Management, LLC with 10 years of industry experience. He has held his Series 65 designation and previously worked at 2nd St. Capital Management LLC for eight years before joining Convexity Wealth Management in 2023. Convexity Wealth Management serves individual and high net worth clients by providing discretionary portfolio management alongside integrated financial planning. The firm primarily constructs portfolios using mutual funds and ETFs within a risk-based diversification framework that emphasizes equalizing each holding’s contribution to overall portfolio risk.
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