HEDGEWISE
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,586,690
Total clients
19
79% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
19
Average account size
$767,721
About
Hedgewise provides discretionary portfolio management for a range of client types, including individuals, retirement and non-retirement accounts, trusts, pension plans, and investment companies. The firm offers separately managed account structures and product-level options intended to serve both retail and institutional/pooled clients, and clients must permit the use of futures and options as a condition of service.
Investment decisions are driven by systematic, research-based quantitative and fundamental methods and are implemented through an intelligent managed-account framework that uses ETFs, ETNs, options, and futures. Portfolios are monitored and rebalanced by automated software, with features such as tax optimization, loss harvesting, and product-level risk customization (Alpha vs. Beta offerings) used to tailor implementation to client objectives.
Noteworthy practices that distinguish Hedgewise from many peers include its public presentation of hypothetical and actual performance information and its explicit use of derivative instruments (including naked options and futures) in client accounts. The firm also accepts institutional and pooled vehicles—uncommon among independent advisors—and requires clients not to impose restrictions on types of securities, reflecting a relatively centralized, derivative-capable implementation approach.
Client services
Portfolio management
Expertise
Active portfolio management
Tax-loss harvesting
Options & derivatives strategies
Fee options
$100,000 - $1,000,000: 0.7% annually for Beta products, 0.9% annually for Alpha products $1,000,000 - $2,000,000: 0.6% annually for Beta products, 0.8% annually for Alpha products $2,000,000+: 0.5% annually for Beta products, 0.7% annually for Alpha products
Account minimum: $100,000 Minimum fee: Minimum monthly fee of $19.99 if calculated annual fee falls below this amount
Main office location
HEDGEWISE
San Diego CA, United States
Number of offices
1
Most active in
HEDGEWISE has reported serving >5 clients in these states in the last 12 months.
California · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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