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Convexity Wealth Management, LLC CRD 327183
$63.9M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
600 Stewart St Ste 400, Seattle, WA 98101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2024-01-25 |
| WA | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 2Nd St. Capital Management Llc | Mountain View | CA | 07/2014 | 12/2022 |
| Convexity Wealth Management, Llc | Seattle | WA | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-24 |
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