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AUTONOMOUS WEALTH MANAGEMENT LLC
CRD 337909File 801-134705
APPROVED
Retail clients
Filing as of Jul 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$46K
Bottom 25% of cohort (national)
Discretionary AUM
$46K
Clients
15
15 accounts
Employees
1
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Nov 20, 2025
- Principal office
- 25 KENT AVENUE, SUITE 502, BROOKLYN, NY, 11249
- Phone
- 914-650-1988
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $46K
- Discretionary AUM
- $46K
- Non-discretionary AUM
- $0
- Discretionary accounts
- 15
- Non-discretionary accounts
- 0
- Total accounts
- 15
- AUM per client
- $3K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 15 | $46K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — THERE ARE NO ADVISORY FEES OR COMPENSATION AT THIS TIME
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Clients | 0 | 15 | increased by15 |
| Aug 1, 2026 | AUM | $0 | $45,580 | increased by$45,580 |
| Aug 1, 2026 | Accounts | 0 | 15 | increased by15 |
| Jun 1, 2026 | Registration | APPROVED-120 | APPROVED | |
| Jun 1, 2026 | Clients | 6 | 0 | decreased by6 |
| May 1, 2026 | Clients | 0 | 6 | increased by6 |
| Mar 1, 2026 | Employees | 3 | 1 | decreased by2 |
| Dec 1, 2025 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AUTONOMOUS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AUTONOMOUS WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.