Convex Wealth Management

Convex Wealth Management (CRD# 281505) is a financial advisory firm headquartered in , . They manage $9,662,751 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $690,197
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Convex Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Sundar Natarajan
CRD#: 6558197
Houston, TX
89
Wealthminder
score

Sundar Natarajan (CRD# 6558197) is an Investment Advisor Representative working at Convex Wealth Management in Houston, TX and has over 2 years of experience in the finance industry.

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