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WAX ASSET MANAGEMENT LLC
CRD 157405 · SEC 801-135836
NY, United States
Phone
(203) 941-0111
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$181.2M
Discretionary AUM
$181.2M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $5.6M |
| High net worth individuals | 58 | $175.7M |
States served
NY, TX, CT
All web addresses on file
Official SEC filing: View on IAPD