SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Wallstreeti.com
New York, NY
Wallstreeti.com LLC., CRD 123567
Firm filing updated March 31, 2026 ·
- $105.2MAssets
- 87Clients
- 1Advisory staff
- 87Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals87
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 87 | $105.2 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$105.2 million
- Accounts87
People
- Employees1
- Advisory staff1
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- Legal name: Wallstreeti.com LLC. SEC-registered investment advisor. CRD 123567, SEC file 801-122440.
- Registered with the SEC as an investment advisor (status date on record: October 1, 2021).
Is Wallstreeti.com a fiduciary?
Short answer: Wallstreeti.com is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.