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George Carl Chacko

Convexity Wealth Management, LLC

Seattle, WA

CRD 4930341

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Employer firm

Convexity Wealth Management, LLC CRD 327183

$63.9M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Convexity Wealth Management, Llc

600 Stewart St Ste 400, Seattle, WA 98101 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-09-15
  • WA RA
    APPROVED
    Since 2025-09-15

Branch Locations

600 Stewart St Ste 400, Seattle, WA 98101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Santa Clara University Santa Clara CA 09/2006 Present
  • 09/2006 → Present
    Santa Clara University
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-15
  • S65 Uniform Investment Adviser Law Examination
    2025-09-15
Other Names
  • George Chacko

View on SEC IAPD

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Nearby Investors

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Nearby Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA

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