James Petricciani
Convexity Wealth Management · Seattle, Washington
James Petricciani is a fee-only financial advisor at Convexity Wealth Management in Seattle, Washington. James charges a percentage of assets (0.32%–0.5% a year of assets managed and no asset minimum) and focuses on estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Convexity Wealth Management |
|---|---|
| Based in | Seattle, Washington |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.32%–0.5% a year of assets managed · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $63.9M across 95 accounts |
| SEC registration | Investment adviser representative in TX, WA · CRD 5282369 |
| Exams passed | Series 65 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.convexitywealth.com |
| Profile |
How James's firm compares
- Convexity Wealth Management's average account is about $673,000, from its Form ADV (assets managed divided by 95 accounts).
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Questions about James
Is James Petricciani a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Convexity Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James charges a percentage of assets.
How much does James charge?
According to Convexity Wealth Management's website, checked October 30, 2026: 0.32%–0.5% a year of assets managed; no asset minimum.
Where is James Petricciani based?
James Petricciani is based in Seattle, Washington.
What does James specialize in?
James's specialties include estate & legacy planning and tax planning.
Is James Petricciani registered with the SEC?
Yes. James Petricciani is registered as an investment adviser representative in TX and WA (CRD 5282369), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Convexity Wealth Management manage?
Convexity Wealth Management reports $63.9M across 95 accounts in assets under management.
How do I contact James Petricciani?
Through James's website, www.convexitywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Convexity Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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