I

InCred Wealth Inc.

Updated today

Client assets under management

$0

Clients

0

Advisors

1

of 1 employees

Firm type

Independent

1 advisor with up to 2 employees

Clients per advisor

0

Very Low

Average account size

About

InCred Wealth Inc. primarily provides portfolio management, institutional consulting, and general financial consulting to pooled investment vehicles and institutional clients, including qualified purchasers, accredited investors, pension and profit‑sharing plans, trusts, and corporations. The firm also sponsors alternative investment offerings (structured credit, absolute return, hedge fund and private equity vehicles) via offering memoranda; as of December 23, 2025 it reported no assets under management and is a newly formed adviser seeking New York registration.

The firm’s investment process emphasizes fundamental analysis and a generally long‑term approach while retaining the flexibility to pursue shorter‑term opportunities; when evaluating pooled vehicles it considers factors such as historical performance, fees, manager experience, and consistency of process. InCred implements strategies through discretionary and non‑discretionary mandates, coordinates implementation with other professionals when appropriate, and may enter into sub‑advisory agreements with unaffiliated independent registered investment advisers to access external managers.

What is distinctive for a firm of this size and type is its affiliation with an in‑house broker‑dealer applicant (InCred Securities is in the FINRA/SEC application process), while the brochure states current distribution of its products is not conducted through that affiliate. The firm is also embedded in a broad international affiliate network, may invoice funds directly and use custodial fee‑deduction arrangements, and explicitly discloses its use of third‑party sub‑advisors to supplement its investment capabilities.

Client services

Portfolio management Selection of other advisers
General consulting & institutional consulting

Expertise

Wealth management Private / alternative investments General estate planning guidance Income planning

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Fee options

Percentage

$0 - $5,000,000: 1% $5,000,000 - $25,000,000: 0.75% $25,000,000+: 0.05%

Project-based

$300-$500/hour for General Consulting

Main office location

InCred Wealth Inc.

12 East 49 Th Street, Floor 11

New York NY 10017, United States

Number of offices

1

Most active in

New York

Disclosures

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

Business activities & affiliations

Quick links

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