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WAITS INVESTMENTS, LLC

CRD 165785

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$78.0M

Discretionary AUM

$78.0M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-09

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals75$40.0M
High net worth individuals14$38.0M

All web addresses on file

Official SEC filing: View on IAPD