# Waldo Investment Advisors

Waldo Investment Advisors is a RIA based in Fairfield, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Fairfield, United States
- **Region:** North America
- **Address:** Fairfield, CT, United States
- **Assets under management:** Undisclosed
- **Website:** waldoinvestmentadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/james-waldo-b27363b1

## Regulatory record

- **CRD number:** 171722
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171722

## About

WALDO INVESTMENT ADVISORS, LLC is a state-registered investment adviser with $17 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## People

- Timothy Waldo — Managing Member

## Related profiles

- [Wakefield Asset Management](https://altss.com/profile/wakefield-asset-management-lllp)
- [WALDO.AI](https://altss.com/profile/waldoai-inc)

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Last updated: 2026-07-06T01:24:28.433Z

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