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Waldo.ai, Inc.

● SEC registered since 2025CRD 336723SEC# 801-133916New Haven, CT
Export (members)
Reg. AUM
—
Employees
2
Accounts
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Location
New Haven, CT

Waldo.ai, Inc. assets under management

Waldo.ai, Inc. is a registered investment adviser overseen by the SEC based in New Haven, CT. The firm has been registered since 2025. It employs 2 people.
www.waldo.financeView on SEC.gov ↗

Waldo.ai, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Jeffrey Lawrence Myers ControlCeo50-75%2024
Ryan Thomas Belanger-Saleh ControlCeo/Cco50-75%2023

Frequently asked questions

How many employees does Waldo.ai, Inc. have?

Waldo.ai, Inc. reports 2 employees.

Where is Waldo.ai, Inc. located?

Waldo.ai, Inc. is based in New Haven, CT and has been SEC-registered since 2025.

Does Waldo.ai, Inc. disclose fund performance?

Waldo.ai, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address470 James St. Suite 007, New Haven, CT 06513
Phone203 722 5218
Office hours8 a.m. - 5 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo