Wax Asset Management LLC
Wax Asset Management LLC is an SEC-registered ria with $181.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Wax Asset Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 157405, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $181.2M (2026-03-12)
- Firm type
- Ria
- Employees
- 1
- Clients
- 74
- CRD
- 157405
- Ownership
- WAX, EVAN, HEATH; Wax, Ingrid, Kvam
How much AUM does Wax Asset Management LLC have?
Wax Asset Management LLC reported $181.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Wax Asset Management LLC?
Disclosed owners and executives of Wax Asset Management LLC include WAX, EVAN, HEATH, Wax, Ingrid, Kvam. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.