WEALTHIE ADVISORS

Overview

Wealthie Advisors LLC is a small, SEC-registered advisory firm focused on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and reports a client base composed primarily of individual and family households. Ownership is listed as a combination of a domestic entity and an individual. Wealthie does not identify as an active ESG investor, does not operate as a capital allocator, and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices