A complete list of active advisors currently associated with Wavelet Advisors

Warmer can help you find a great advisor at Wavelet Advisors or one who fits your needs even better.

Wavelet Advisors provides fee-based, discretionary portfolio management and investment advisory services to individuals, trusts, estates, charitable organizations, corporations and other business entities. While it uses a common percentage-of-AUM billing model for individual accounts, the firm also accepts institutional/business clients and provides portfolio management to those entities, a service offering that is relatively uncommon among peers of this size. The firm applies a tactical allocation strategy grounded in fundamental analysis, implementing long-term equity holdings, option-writing (including covered options and spreads), fixed income, foreign securities, certificates of deposit and occasional interests in real estate partnerships. It generally holds positions for a year or more but may increase trading frequency during unusual market conditions, use cash as a hedge, and recommend reallocations or specific stock picks to adjust sector weightings or harvest gains and losses. Wavelet manages roughly $9.6 million on a discretionary basis for a small client base and was founded in 2020, with the firm’s principal bringing extensive institutional asset-management experience and a part-time academic role. Operationally, the firm does not accept custody of client assets except for authorized fee deduction, does not charge performance-based fees, and clients retain proxy voting authority — administrative choices that distinguish it from some peers.

To learn more about the advisors currently working at Wavelet Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.