WEALTHYX

Overview

Wealthyx is a limited liability company that has been SEC-registered since 2014 and provides discretionary portfolio management for individuals and small businesses. The firm operates as a multi-state adviser and combines percentage-of-AUM and fixed-fee billing. Its client base is retail and mass-affluent, focused on individually managed accounts rather than institutional mandates. Wealthyx does not identify as an active ESG investor and is not structured as a capital allocator; instead it places client capital into third-party vehicles when pursuing alternatives. The firm’s advisory activity centers on equity-focused, discretionary strategies delivered through a broker-dealer-affiliated model. Given the stated business activity and account profile, Wealthyx appears to standardize delivery around traded securities while supplementing client portfolios with externally managed alternative real estate exposures where appropriate.

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Public Holdings

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Location & Offices