Wallstreetx Etfs, Inc.
SEC-registered
Mutual Fund / Asset Manager · Boutique (under $100M)
CRD 339198
· SEC file 801-135201
·
· www.linkedin.com
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ADV data as of May 18, 2026
- Regulatory AUM
- $957K
- Discretionary
- $957K
- Clients
- 2
- Avg AUM / client
- $479K
- Accounts
- 2
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 2 | $957K | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/18/2026 | 889 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • ETF PROFIT/ LOSS
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 18, 2026.
View current Form ADV (SEC/IAPD) ↗