WAITS INVESTMENTS, LLC

WAITS INVESTMENTS, LLC is an SEC-registered investment adviser (CRD 165785). Regulatory assets under management: $78.0M.

Registration

• CRD: 165785
• Type: Registered investment adviser
• Phone: 5037563483
• Latest filing: 2026-01-09
• Regulatory AUM: $78.0M
• Discretionary AUM: $78.0M
• Clients: 2
• Accounts: 170

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165785 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search