Skip to content

Ingrid Wax

Member at Wax Asset Management

Firm officerUpdated

Ingrid Wax has held the title Member at Wax Asset Management LLC, a investment adviser managing $181M, since March 2011.

15
Years in role
$181M
Firm AUM
74
Firm clients
1
Firm advisers

From Form ADV filed 12 March 2026Form ADV

Career

Ingrid Wax is a control person of Wax Asset Management and directly owns between 50% and 75% of it.

Wax Asset Management is an investment adviser, registered with the SEC since 2026. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $181 million, as filed on 12 March 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD
6631931
Firm
Wax Asset Management · CRD 157405
Role
Member
In role since
March 2011 · 15 years
Control person
Yes
Direct ownership
50% to 75%
Firm headquarters
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Ingrid Wax work?

Ingrid Wax has held the title Member at Wax Asset Management LLC since March 2011, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 12 March 2026

How can I verify Ingrid Wax’s record?

Ingrid Wax’s role is listed on Wax Asset Management LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 157405.

Source: Form ADV, Schedule A, filed 12 March 2026

Leadership at Wax Asset Management

Sources

  1. IAPD individual lookup, CRD 6631931, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Wax Asset Management LLC, filed 12 March 2026. Title, control and ownership bands.