Wealth Manager
    Manages Private Funds

    Educated Wallet LLC

    Registered investment advisor · Albuquerque, New Mexico · CRD #322021

    Assets Under Management
    $13M
    Client Accounts
    107
    Employees
    1
    CRD Number
    322021
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Educated Wallet LLC

    Educated Wallet LLC is a registered investment advisory firm headquartered in Albuquerque, New Mexico, managing approximately $13M in regulatory assets across 107 client accounts. The firm's full regulatory record is filed with the SEC under CRD #322021.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Educated Wallet LLC

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    Frequently Asked Questions

    What is Educated Wallet LLC's AUM?

    Educated Wallet LLC reports approximately $13M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Educated Wallet LLC headquartered?

    Educated Wallet LLC is headquartered in Albuquerque, New Mexico.

    What is Educated Wallet LLC's CRD number?

    Educated Wallet LLC's CRD number is 322021. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Educated Wallet LLC manage?

    Educated Wallet LLC manages approximately 107 client accounts according to its latest SEC filing.

    Is Educated Wallet LLC SEC registered?

    Educated Wallet LLC is registered as a STATE investment adviser.

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