WEALTHETIC LLC

Overview

Wealthetic LLC is a small, independent registered investment adviser focused on individual and family clients. Investment activity centers on discretionary portfolio management and financial planning, delivered through a mix of fee models (percentage of AUM, hourly, and fixed fees). The firm’s portfolio approach favors exchange-traded equities as a core allocation, supplemented by mutual funds and annuities where appropriate. ESG is not a stated focus of the practice. Given its client base and service set—financial planning plus portfolio management for individuals, small businesses and institutions—investment decisions appear aimed at tailored, client-level solutions rather than large pooled products. Custody and execution are routed primarily through Charles Schwab, which supports both taxable and retirement account strategies the firm uses.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices