Lambda Wealth Management LLC is a registered investment advisor founded in October 2025 by Ricardo Rivas Alas, who serves as the Managing Member and Chief Compliance Officer. Lambda Wealth Management provides continuous investment advisory and portfolio management services to individuals, high net worth individuals, and small businesses. The firm builds diversified portfolios using fundamental analysis and modern portfolio theory, recommending asset allocation strategies across cash, stocks, mutual funds, bonds, and annuities. Lambda Wealth Management does not recommend alternative investments. The firm has a minimum account size of $10,000.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 2.00% |
| $25K - $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K+ | 1.00% |
Fees are based on market value on the first trading day of each calendar quarter and are payable quarterly in advance. Fees may be negotiable.