WEALTHIX CAPITAL

Overview

Wealthix Capital is a small, individually owned limited liability advisory firm focused on fee-based financial planning and discretionary portfolio management for individuals and small businesses. Its reported investment posture favors equities—both exchange-traded instruments and mutual funds—with a clear tilt toward liquid, tradable securities. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees, and it does not identify as an active ESG investor. Services are delivered on a discretionary basis, indicating Wealthix Capital typically implements and rebalances portfolios on clients’ behalf. Operationally the firm appears compact and concentrated: it reports modest total assets under management and a small number of accounts, suggesting personalized relationships and portfolio-level customization rather than large-scale institutional allocation. Custody is centralized at Charles Schwab & Co., Inc., which aligns with a model that emphasizes execution and reporting through a major retail custodian.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices