# Wallstreeti.com

> Wallstreeti.com is an SEC-registered investment advisory firm in New York, NY, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 123567
- Filed as: WALLSTREETI.COM
- Legal name: Wallstreeti.com LLC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/123567
- AdvisorCensus page: https://advisorcensus.com/firm/wallstreeti-com-new-york-ny-123567

## Quick answers

**How is Wallstreeti.com compensated?**
On its Form ADV (Item 5.E, October 2026), Wallstreeti.com reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Wallstreeti.com located?**
Wallstreeti.com's principal office is in New York, NY, according to its Form ADV.

**Is Wallstreeti.com registered with the SEC or a state?**
Wallstreeti.com is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 123567.

**How much does Wallstreeti.com manage?**
Wallstreeti.com reports $105,235,705 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).

**How have Wallstreeti.com's assets and staff changed since 2021?**
In the Form ADV data for Wallstreeti.com: Regulatory assets under management: $76,760,615 in the October 2021 data and $105,235,705 in the October 2026 data, up 37%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wallstreeti.com serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (87).

**Which custodians does Wallstreeti.com use?**
Wallstreeti.com's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Wallstreeti.com report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/123567

**Does Wallstreeti.com state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "WSI will generally require a minimum account size of $500,000 for investment management services. However, WSI in its sole discretion, will charge a lesser management fee or accept lesser account sizes, based upon certain criteria"

**What changed in Wallstreeti.com's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $90,394,675 to $105,235,705 (+16%). Registered or notice-filed in CA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $500,000

> WSI will generally require a minimum account size of $500,000 for investment management services. However, WSI in its sole discretion, will charge a lesser management fee or accept lesser account sizes, based upon certain criteria

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $105,235,705
- Discretionary: $0
- Non-discretionary: $105,235,705

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 87 | $105,235,705 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wallstreeti.com
- wallstreetinvestments.com
- Facebook @WALLSTREETINVESTMENTSNYC
- LinkedIn @wallstreetinvestments
- X @WALLSTREETI

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $76,760,615 | 1 | September 20, 2021 |
| October 2022 | $75,935,128 | 1 | July 25, 2022 |
| October 2023 | $53,286,318 | 1 | March 31, 2023 |
| October 2024 | $71,909,314 | 1 | March 29, 2024 |
| October 2025 | $90,394,675 | 1 | March 28, 2025 |
| October 2026 | $105,235,705 | 1 | March 31, 2026 |

Regulatory assets under management: $76,760,615 in the October 2021 data and $105,235,705 in the October 2026 data, up 37%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $90,394,675 to $105,235,705 (+16%).
- Registered or notice-filed in CA.

### January 2026
- No longer registered or notice-filed in CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wallstreeti.com (CRD 123567): Form ADV filing data as of October 2026.