← Back to searchVisit website
CONVEXITY WEALTH MANAGEMENT, LLC
CRD 327183
600 STEWART ST, STE 400, SEATTLE, WA, 98101, United States
Phone
(206) 395-5697
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$63.9M
Discretionary AUM
$63.9M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 70 | $16.2M |
| High net worth individuals | 24 | $47.7M |
All web addresses on file
Official SEC filing: View on IAPD