INAEYA Wealth Management LLC

INAEYA Wealth Management provides discretionary investment management and related advisory services to individuals, high-net-worth clients, trusts, and estates, constructing portfolios that include individual stocks, ETFs, and mutual funds to pursue stated goals. Client relationships are governed by written advisory agreements and the firm generally requires a $100,000 account minimum (legacy accounts excepted).

The firm employs both fundamental and technical analysis and typically follows a long-term investment orientation while permitting shorter-term trades for rebalancing or to meet client cash needs; asset allocation, portfolio construction, and ongoing supervision are tailored to each client’s objectives and risk tolerance. INAEYA generally manages accounts on a discretionary basis, conducts regular monitoring with at least annual formal reviews, and recommends custody and execution through an institutional custodian relationship.

Noteworthy aspects include its organization as an LLC in 2020 and registration as an advisor in 2021, management of roughly $30 million in client assets across about 80 client relationships, and a principal with an MBA and engineering background who previously worked in planning for an international energy company. The firm accepts proxy-voting responsibility, discloses receipt of institutional services and other economic benefits from its recommended custodian, and permits personal trading by supervised persons subject to a written Code of Ethics and supervisory controls.