WATA CAPITAL LLC

WATA CAPITAL LLC is an SEC-registered investment adviser (CRD 298666). Regulatory assets under management: $8.4M.

Registration

• CRD: 298666
• Type: Registered investment adviser
• Phone: 415-695-4075
• Latest filing: 2026-07-10
• Regulatory AUM: $8.4M
• Discretionary AUM: $8.4M
• Clients: 1
• Accounts: 40

Business model

Compensation: % of AUM, Fixed, Performance.

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 298666 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search