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Annualitix

Annualitix. CRD 332510

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CRD: 332510

Annualitix

SAN Marcos, TX
8443463343
$1.9M Total AUM
$1.9M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail
Platforms
PeakVector insight
Established Date
09-14-2024
Office Locations
1

Office Locations

-- SAN Marcos TX

About Annualitix

Annualitix (a DBA of Alphawave Investments, LLC) is a Texas-registered RIA providing fiduciary investment advice and custom portfolio management/SMAs for individuals and small businesses, delivered in-person or via telewealth. The firm builds research-driven equity portfolios focused on fast-growing sectors, using qualitative and quantitative analysis with ESG integration and disciplined risk assessment. It is launching a subscription equity research and valuation web app in 2026.

Team overview

-- AVG AGE
$1.9M AVG AUM / ADVISOR
$129.0K AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Prime ridge Insight vertex Eagle Fusion atlas

Custodian

Value Ember Wave vital Oak north Alpha

Investment Themes

Matrix optima

Investment Vehicles

Wave

Services

Value Fusion

Technology

Quantum Crest

Owner & Executives

J

Juan Sebastian Garces

Chief Executive Officer

CRD
#6580033
Ownership
75% or more
(340) 271-3621
frontier.element@deltacapital.com
in linkedin.com/in/element-zenith

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $1,934,442 --
Non-Discretionary $0 --
Total $1,934,442 --

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Separately Managed Accounts

Total SMA Asset: $1,934,442

$1.9M Total SMA
Equity - Exchange:
100.0%
Asset class Assets Assets %
Equity - Exchange $7,686,958,902 100.0%
Total $7,686,958,902 100.0%

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