WALDO INVESTMENT ADVISORS, LLC

WALDO INVESTMENT ADVISORS, LLC is an SEC-registered investment adviser (CRD 171722). Regulatory assets under management: $16.7M.

Registration

• CRD: 171722
• Type: Registered investment adviser
• Phone: 800-694-0492
• Latest filing: 2026-03-02
• Regulatory AUM: $16.7M
• Discretionary AUM: $16.7M
• Clients: 1
• Accounts: 27

Business model

Compensation: % of AUM.

Clients served: 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 171722 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search