WAX ASSET MANAGEMENT LLC
WAX ASSET MANAGEMENT LLC is an SEC-registered investment adviser (CRD 157405). Regulatory assets under management: $181.2M.
Registration
- CRD: 157405
- SEC file number: 801-135836
- Type: Registered investment adviser
- 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 | — |
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