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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- PeakVector insight
- Established Date
- 09-14-2024
- Office Locations
- 1
Office Locations
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
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Juan Sebastian Garces
Chief Executive Officer
- CRD
- #6580033
- Ownership
- 75% or more
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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
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $7,686,958,902 | 100.0% |
| Total | $7,686,958,902 | 100.0% |