Fourth Wall Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$100,000
Clients
0
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Fourth Wall Advisors LLC is a recently formed registered investment advisor (founded in 2025) that the firm’s filing indicates is structured to serve pooled or institutional mandates while also listing services to individuals, high-net-worth clients, trusts, estates and businesses. The firm provides discretionary investment management, designing portfolios that primarily utilize options contracts and may include individual equities and exchange-traded funds.
The firm describes a fundamental-analysis approach with a generally long-term orientation, while explicitly reserving the ability to trade shorter‑term positions for hedging, rebalancing, or client cash needs; portfolios may be concentrated and are subject to internal due diligence and continuous monitoring with formal reviews at least annually. Fourth Wall directs trading through Interactive Brokers and Charles Schwab and discloses institutional relationships with those custodians, receiving technology and support benefits that it acknowledges could create conflicts of interest in custody recommendations.
Noteworthy features in the ADV include that the advisory practice is newly established and reports no assets under management to date, and that the principal comes to the firm with prior institutional portfolio management experience and maintains a separate passive residential property business (reported as consuming less than 5% of time). The combination of an options‑focused, potentially concentrated strategy, active use of institutional custody platforms that provide economic benefits, and a zero‑AUM startup status distinguishes the firm from many peers.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Concentrated stock management
Fee options
1.00% annually based on market value of assets under management
Account minimum: Fourth Wall generally does not impose a minimum relationship size. Fee-only: Investment advisory fees only; no commissions or other compensation received
Main office location
Fourth Wall Advisors LLC
Hoboken NJ, United States
Number of offices
2
Most active in
Fourth Wall Advisors LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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