Convexity Wealth Management, LLC

Convexity Wealth Management serves individual and high‑net‑worth clients, providing discretionary portfolio management together with financial planning as part of its advisory services. The two‑advisor firm manages roughly $64 million across about 94 client accounts.

The firm uses a risk‑based diversification framework intended to produce convex payoff profiles by equalizing risk contributions across portfolio components, typically implemented with mutual funds and ETFs and supplemented by individual equities only when necessary. Accounts are managed on a discretionary basis, and the firm evaluates clients’ existing holdings and allows reasonable client‑imposed investment restrictions (which it notes can limit its ability to implement the target diversification).

Noteworthy aspects include the firm’s recent formation (2023, registered 2024) while drawing on a compact team with prior institutional investment experience, and its fee practice that applies a reduced advisory treatment for pre‑tax retirement assets to reflect expected tax treatment. Convexity operates as a fee‑only adviser, generally directs trading through Vanguard, does not aggregate trades across clients, and uses a third‑party payment portal (including card and ACH options) for advisory fee collection.