Wealthx Advisors
RIAState Registered
Total AUM
$16M
Discretionary
$16M
100% of AUM
Avg account
$485K
Accounts
33
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 337472
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI50%
- Individuals50%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Wealthx Advisors operates as a privately owned limited liability company focused on managing portfolios for individuals and small businesses. The firm charges fees as a percentage of assets under management and describes its primary advisory activity as portfolio management for individual and family clients. It does not self-identify as an ESG investor, is not registered as a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Public Funds/Mutual Funds34%
- Cash & Cash Equivalents8%
- Other3%
- Private Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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