Tradealgo Wealth Management LLC dba Fincera
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 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
TradeAlgo Wealth Management LLC (dba Fincera) is a registered investment adviser that provides discretionary portfolio management and model-portfolio selection powered by a proprietary AI engine developed by its parent, TA Fintech. The firm states it works with high‑net‑worth individuals, pooled investment vehicles, other advisers, and institutional clients, though its brochure reports no assets under management as of the filing date.
Fincera combines AI‑assisted portfolio construction and continuous monitoring with human oversight, and uses both fundamental and quantitative analysis to implement strategies that can range from long‑term buy‑and‑hold to short‑term trading. The brochure discloses algorithmic and model risks (including data‑quality risk, model error, bias, and model drift) and describes controls for model changes, exception handling, and periodic compliance reviews.
Compared with many peers, Fincera’s disclosures place specific emphasis on security‑level credit ratings and pricing considerations in its fixed‑income analysis and on permitting market‑timing/short‑term trading within certain strategies—features the firm notes as part of its investment methods. The firm also offers performance‑based fee arrangements for qualified clients under SEC Rule 205‑3 and describes trade‑allocation and supervision procedures intended to mitigate conflicts that can arise from such fee structures.
Client services
Portfolio management
Market timing
Security ratings or pricing
Expertise
Active portfolio management
Tax-loss harvesting
Fee options
$0 - $100,000: 1.75% annually (Wealth Series Atlas) $100,000 - <$1,000,000: 1.50% on first $500,000; 1.35% on next $500,000 (Wealth Series Titan) $1,000,000 - $5,000,000: 1.10% (Wealth Series Everest) $5,000,000 - $10,000,000: 0.90% (Wealth Series Everest) $10,000,000+: 0.75% (Wealth Series Everest) $1,100,000+: 1.00% annually (Midas Link); 0.75% for accounts over $5,000,000 (at discretion)
20% of positive excess return over benchmark for qualified clients only (Midas Link strategy), with perpetual high-water mark
Account minimum: $10,000 Minimum fee: $600 minimum annual fee for Wealth Series Atlas accounts Fee-only: Asset-based advisory fees as per tiers; no commissions or wrap fees charged
Main office location
Tradealgo Wealth Management LLC dba Fincera
73 Spring Street
New York NY 10012, United States
Number of offices
1
Most active in
Tradealgo Wealth Management LLC dba Fincera has reported serving >5 clients in these states in the last 12 months.
New Jersey
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 not active or affiliated with:
-
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
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