Antigravity Investments logo

Antigravity Investments

Updated today

Client assets under management

$34,934

Clients

2

0% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

1

Very Low

Average account size

$17,467

About

Antigravity Investments provides web-based, discretionary asset management and portfolio management services to individual clients through an interactive website, handling portfolio construction, asset allocation, and ongoing monitoring. The firm reports $34,934 in discretionary assets under management across two clients and uses a mix of fixed-dollar advisory tiers and a negotiable AUM-based Managed Tier.

The firm’s investment process is driven by an online onboarding questionnaire that captures income, tax levels and risk tolerance to construct client-specific plans, and it applies fundamental, technical, cyclical and quantitative analysis in security selection. Antigravity requires discretionary trading authority, communicates recommendations and account notices through its app, and allows payment of its fixed-tier fees by debit or credit card.

Distinctive features in the brochure include an internet-first operating model with automated account-alignment notices (including logic tied to a Managed Tier for accounts meeting standardized criteria) and limited firm-generated reporting, with custodial statements provided directly to clients. The brochure also discloses referral arrangements with American Deposit Management and StoneCastle Cash Management for deposit services and states that the firm does not aggregate trades, which can affect execution outcomes relative to peers.

Client services

Financial planning Portfolio management

Expertise

Passive / index investing

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Fee options

Fixed

Fixed annual fees as per tiers listed above

Percentage

$0 - $49,000: $49 annual fixed fee $49,001 - $499,000: $199 annual fixed fee $499,001+: $399 annual fixed fee $100,000+: Negotiable percentage up to 0.5% annually (AUM-based Managed Tier)

Other

Minimum fee: Fixed annual fees: $49 for $0 - $49,000; $199 for $49,001 - $499,000; $399 for $499,001 and above Fee-only: Fixed fees and percentage of AUM fees only, no commissions

Main office location

Antigravity Investments

San Francisco CA, United States

Number of offices

1

Most active in

California · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

William W

Series 65

San Francisco, CA

Antigravity Investments

William Wong is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with Antigravity Investments in San Francisco, where he has worked since 2017. Outside of his advisory work, he is the Chief Executive Officer of Better, PBC, a public benefit corporation focused on wellness research. Antigravity Investments offers web-based discretionary asset and portfolio management services to individual clients, using a comprehensive online onboarding process and a combination of fundamental, technical, cyclical, and quantitative analysis for security selection. The firm operates an internet-first model with automated account-alignment notices and communicates through a proprietary app.

Passive / index investing
user avatar

Raymond N

Series 63, Series 65

San Francisco, CA

Antigravity Investments

Raymond Navarro is a financial advisor at Antigravity Investments with two years of industry experience. He previously worked as an analyst for mergers and acquisitions at StoneBridge Acquisition Corporation and held a position at The Vant Group. Antigravity Investments offers web-based, discretionary asset and portfolio management services to individual clients, using an online onboarding process and a combination of fundamental, technical, cyclical, and quantitative analyses for security selection. The firm operates primarily through a digital platform that facilitates fee payments and client communications.

Passive / index investing
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