EDUCATED WALLET LLC

EDUCATED WALLET LLC of ALBUQUERQUE, NM is an SEC-registered investment adviser (CRD 322021). Regulatory assets under management: $12.6M.

Registration

• CRD: 322021
• Type: Registered investment adviser
• Location: 122 TULANE DR. SE, ALBUQUERQUE, NM, 87106
• Phone: 505-514-9310
• Latest filing: 2026-03-11
• Regulatory AUM: $12.6M
• Non-discretionary AUM: $12.6M
• Clients: 1
• Accounts: 107

Business model

Compensation: % of AUM, Fixed, Subscription.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322021 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search