Autonomous Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
6
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
LowAverage account size
$0
About
Autonomous Wealth Management LLC provides automated, AI-driven portfolio recommendations to individual retail investors through an interactive website platform, generating personalized ETF-based model portfolios from client-provided investor profiles. The firm does not manage client assets, exercise trading authority, or custody funds; clients are responsible for implementing, monitoring, and maintaining any recommended portfolios.
AWM’s process combines proprietary algorithmic portfolio construction with pre-programmed, deterministic suitability and compliance checks and limits investments to an internally approved universe of ETFs spanning equities, fixed income, commodities, real assets, and alternatives. Recommendations are generated at onboarding and are not subject to ongoing monitoring, rebalancing, or trade execution by the firm; clients must update their Investor Profile to obtain revised recommendations.
While many investment managers charge percentage-of-AUM fees and provide ongoing discretionary management, AWM delivers its AI-driven recommendation service without charging an advisory fee and expressly disclaims custody, trade execution, or ongoing supervisory services. The firm, formed in July 2025 as a subsidiary of Autonomous Technologies Group Inc., also indicates plans to add services such as direct indexing and occasional promotional fee arrangements in the future, which may differentiate its offering from typical peers.
Client services
Portfolio management
Expertise
Passive / index investing
Main office location
Autonomous Wealth Management LLC
25 Kent Avenue, Suite 502
Brooklyn NY 11249, United States
Number of offices
1
Most active in
Autonomous Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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