Wealthyx
Firm details
- Headquarters
- ,
- CRD number
- 172380
- Registered since
- August 1, 2014
- Custodians
- RHODE ISLAND HIGHER EDUCATION SAVINGS TRUST (RIHEST)
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Wealthyx is organized as a limited liability company and has been SEC-registered since 2014. It operates as a non-independent, retail registered investment adviser that serves individual and family clients, with a stated advisory focus on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and reports an affiliation with a broker-dealer. Wealthyx does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a pension consultant or capital allocator.
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 Equities100%
Owners & executives
1 of 1
Barry Mione
CEOCRD 1683147
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations