CONVEXITY WEALTH MANAGEMENT, LLC

CONVEXITY WEALTH MANAGEMENT, LLC of SEATTLE, WA is an SEC-registered investment adviser (CRD 327183). Regulatory assets under management: $63.9M.

Registration

• CRD: 327183
• Type: Registered investment adviser
• Location: 600 STEWART ST, SEATTLE, WA, 98101
• Phone: (206) 395-5697
• Latest filing: 2026-05-12
• Regulatory AUM: $63.9M
• Discretionary AUM: $63.9M
• Clients: 2
• Accounts: 95

Business model

Compensation: % of AUM.

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 327183 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search