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- Custodian
- Charles Schwab & Company · State Street · Vanguard
- Clients
- Retail
- Platforms
- FrontierRidge matrix +more
- Established Date
- 01-19-2024
- Office Locations
- 1
Office Locations
About Convexity Wealth Management, LLC
Convexity Wealth Management, LLC is a Seattle-based RIA offering advice, portfolio management, and financial planning. The firm builds capital-markets portfolios and provides guidance across equities, real estate, debt, and savings. Its proprietary “convexity” approach targets stronger relative results across up and down markets, emphasizing transparency, and it publishes a client education journal with strategy insights. Custody includes Vanguard.
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Owner & Executives
JAMES FREDERICK PETRICCIANI
Chief Compliance Officer, MANAGING DIRECTOR, Principal, Principal Member
- CRD
- #5282369
- Ownership
- 75% or more
GEORGE CARL CHACKO
--
- CRD
- #4930341
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,948,285 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,948,285 | -- |
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Separately Managed Accounts
Total SMA Asset: $63,948,285
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $6,218,840,230 | 100.0% |
| Total | $6,218,840,230 | 100.0% |