Be advised. This firm is no longer registered.

Convex Wealth Management

Convex Wealth Management (CRD# 281505) is a financial advisory firm headquartered in , . They manage $16,761,641 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.convexwealth.com
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $670,466
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
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Convex Wealth Management
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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