WEALTHY DOCTOR INSTITUTE LLC

RIASEC Registered

Total AUM

$9.1M

Discretionary

$9.1M

100% of AUM

Avg account

$76K

Accounts

120

Employees

Advisory reps

Firm details

Headquarters: WARRENVILLE, Illinois
CRD number: 172699
Website: www.wealthydoctorinstitute.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Individuals57.09%
HNWI42.73%
Charitable Organizations0.18%
Services: Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Wealthy Doctor Institute LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning and portfolio management services primarily to individuals and families, as well as institutional clients. The firm emphasizes a personalized approach to wealth management, offering a range of advisory activities that include financial planning, market timing services, and educational seminars. The firm does not engage in capital allocation or active ESG investing, positioning itself as a traditional wealth management provider.