INAEYA Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
INAEYA Wealth Management provides discretionary investment management and related advisory services to individuals, high-net-worth clients, trusts, and estates, constructing portfolios that include individual stocks, ETFs, and mutual funds to pursue stated goals. Client relationships are governed by written advisory agreements and the firm generally requires a $100,000 account minimum (legacy accounts excepted).
The firm employs both fundamental and technical analysis and typically follows a long-term investment orientation while permitting shorter-term trades for rebalancing or to meet client cash needs; asset allocation, portfolio construction, and ongoing supervision are tailored to each client’s objectives and risk tolerance. INAEYA generally manages accounts on a discretionary basis, conducts regular monitoring with at least annual formal reviews, and recommends custody and execution through an institutional custodian relationship.
Noteworthy aspects include its organization as an LLC in 2020 and registration as an advisor in 2021, management of roughly $30 million in client assets across about 80 client relationships, and a principal with an MBA and engineering background who previously worked in planning for an international energy company. The firm accepts proxy-voting responsibility, discloses receipt of institutional services and other economic benefits from its recommended custodian, and permits personal trading by supervised persons subject to a written Code of Ethics and supervisory controls.
Client services
Expertise
Fee options
$0 - $99,999: 1.00% annually (legacy only) $100,000 - $999,999: 0.60% annually $1,000,000+: 0.50% annually
Account minimum: $100,000 Fee-only: Investment advisory fees based on assets under management as per tiered schedule.
Main office
Irving TX
Advisors at this office
1
Most active in
Texas
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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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.
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