WALDO.AI, INC.

WALDO.AI, INC. of NEW HAVEN, CT is an SEC-registered investment adviser (CRD 336723).

Registration

• CRD: 336723
• SEC file number: 801-133916
• Type: Registered investment adviser
• Location: 470 JAMES ST. SUITE 007, NEW HAVEN, CT, 06513
• Phone: 203 722 5218
• Latest filing: 2026-02-26
• Clients: 2

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336723 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search