No minimums!
No minimums!
Alphawave Fintech is a Registered Investment Advisory firm dedicated to erasing barriers between clients and financial services. We provide on-demand, affordable advisory and management services to individuals and small businesses worldwide.
Our firm is the product of the seismic shift in how people choose to do business today. We employ a digital first strategy, relying heavily on technology to provide our services in the most cost-effective way possible.
We develop and manage most types of accounts and provide roll-over assistance with no investment minimums.
Our firm provides on-demand consulting on an hourly basis separately from our portfolio management services.
We work to help you achieve financial independence by identifying resources and guiding your monthly contributions.
As investors, we aim to capitalize on where the world will be and obtain performance superior to the overall economy. We conduct research and invest your capital in essential industries, promising ideas, and fast-growing sectors.
Energy: Everything is increasingly electric and additional energy sources will always be needed to satisfy our monumental demand. Our firm invests in carbon free generation and storage.
Technology: Our need for technology is an unalienable fact of life. We invest in sub-sectors such as AI, robotics, hardware, software ecosystems, social, cloud, and fintech.
Resources: Demand for food and materials contends with environmental degradation, scarcity, drought, and disease. Our firm invests in sustainable materials and farming technology.
Industrials: We depend on ways to address population growth and respond to nature. We invest in companies that help protect cities, move water, and keep us healthy & comfortable.
Aviation: People and resources will continue to move through the skies in jetliners, cargo planes, drones, and air taxis. We invest in aeronautical manufacturers and new technologies.
Experiences: Material wealth can only contribute so much to our well-being. We invest in activities and experiences such as leisure, music, and gaming, which can enrich our lives differently.
Schedule a free presentation for an in depth look at our performance and investing services.
"The most important and rewarding aspect of being an investment advisor representative is empowering people with financial knowledge and working to help them achieve their financial goals."
"Starting as a research intern at an RIA over 20 years ago, I successfully obtained my Series 65 License and worked with clients for over a decade. Ultimately, I was appointed to the Chief Compliance Officer. In 2024, I registered my own shop to put my ideas into action freely and help as many people as possible."
Please reach out using our contact form if you cannot find the answer to your question.
Alphawave Fintech uses a third-party custodian. Only you can deposit or withdraw money from your account. A limited power of attorney only authorizes us to invest on your behalf.
We begin by delivering a presentation about our firm and performance and learning about your goals and financial position. After answering any questions you may have, we send an investment advisory agreement and an invitation to open a brokerage account. We work with you to open the account, transfer securities, set up funding, and roll-over accounts.
Achieving superior returns for our clients is our primary objective. However, we know clients have other considerations regarding their capital and investments. We integrate environmental, social, and governance (ESG) analysis into our methodology and minimize exposure to industries we see as detrimental to society from an environmental, ethical, and social standpoint. We believe this strategy is an effective way to improve long-term returns, reduce risk, and create positive impact in our world.
FORM ADV Parts 2A & 2B (pdf)
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