$14.6M Total AUM
$13.6M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
11 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-08-2014
- Office Locations
- 1
Office Locations
-- SAN Diego CA
About Hedgewise
Hedgewise offers systematic, risk-managed portfolio strategies positioned as an alternative to buy-and-hold ETFs, with customizable risk/return targets, tax-loss harvesting, and tax-aware allocation. Delivered as fully managed accounts traded directly in clients’ Interactive Brokers brokerage accounts (SIPC-insured, transparent). Flat annual fee as low as 0.5% with $100k minimum; advisors help construct and adapt portfolios as conditions change.
Team overview
-- AVG AGE
$14.6M AVG AUM / ADVISOR
$767.7K AVG AUM / CLIENT
11.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Delta frontier
Custodian
Ridge Crest Peak Vector
Investment Vehicles
Insight quantum
Services
Beacon optima
Owner & Executives
L
LEE JACOB TOBEY
Consultant, FOUNDER
- CRD
- #6402387
- Ownership
- 75% or more
(758) 598-5436
bridge.ember@pioneercapital.com
in linkedin.com/in/harbor-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,622,741 | -- |
| Non-Discretionary | $963,949 | -- |
| Total | $14,586,690 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,586,690
Equity - Exchange:
59.7% Cash:
18.3% Derivatives:
22.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,320,689,662 | 59.7% |
| Cash | $1,630,965,173 | 18.3% |
| Derivatives | $1,960,723,158 | 22.0% |
| Total | $8,912,377,993 | 100.0% |