RIA Intel›Advisers›Washington›CONVEXITY WEALTH MANAGEMENT, LLC

CONVEXITY WEALTH MANAGEMENT, LLC

Advisory

SEATTLE, WA

Data as of May 12, 2026 · Source: SEC Form ADV

Rank in WA
#457
of 505 advisers by AUM
Average account
$673K
across 95 accounts
AUM per adviser
$32M
2 advisers

Source: SEC Form ADV. Figures as filed May 12, 2026.

Total AUM
$64M
Discretionary %
100%
Clients
94
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$64M
Discretionary AUM$64M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients94
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, OR, TX, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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