# WAX ASSET MANAGEMENT LLC

WAX ASSET MANAGEMENT LLC is an SEC-registered investment adviser.

## Registration

- CRD: 157405
- Type: SEC-registered investment adviser
- SEC file number: 801-135836
- Phone: (203) 941-0111
- Latest filing: 2026-03-12
- Regulatory AUM: $181.2M
- Discretionary AUM: $181.2M
- Clients: 1
- Accounts: 125

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Evan Heath Wax | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Ingrid Kvam Wax | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157405/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157405/similar
- Related entities: https://search.stillhousedata.com/firm/157405/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157405

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.