WallStreeti.com
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$105,235,705
Clients
87
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
87
Very HighAverage account size
$1,209,606
About
WallStreeti.com, LLC provides fee-only investment management and related advisory services primarily to high-net-worth individuals and to certain institutional clients, including pension and profit-sharing plans, trusts, and business entities. Services are delivered on a primarily non-discretionary basis and clients may implement recommendations through third-party custodians such as Interactive Brokers.
The firm follows a Modern Portfolio Theory framework, emphasizing diversified allocations to passively managed mutual funds, ETFs and fixed income securities with a preference for long-term buy-and-hold strategies. Portfolio recommendations are tailored to client objectives and implemented non-discretionarily, with the adviser selecting and recommending investments while clients retain trading authority and proxy voting rights.
Distinctive features include a large proportion of assets managed on a non-discretionary basis—over $105 million reported—and the firm’s provision of portfolio management for institutional accounts, both of which are uncommon among independent advisers. The firm typically focuses on higher-minimum accounts, discloses receipt of custodial research and support services (without receiving transaction commissions), and notes the principal’s outside involvement in film and theatrical production.
Client services
Portfolio management
Expertise
Passive / index investing
Fee options
Fixed fee arrangement available ranging from $200 to $1,000 depending on portfolio value, number of accounts, and extent of financial planning services.
$0 - $3,000,000: 2.00% $3,000,001+: 1.50%
Account minimum: $500,000 Fee-only: Annual investment management fee between 1.50% and 2.00% based on assets under management; pro-rated and paid monthly in arrears.
Main office location
WallStreeti.com
48 Wall Street, 11 Th Floor
New York NY 10005, United States
Number of offices
1
Most active in
WallStreeti.com 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")