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WEALTHYX
WEALTHYX LLC
CRD 172380 · SEC 801-80109
CO, United States
Phone
973-271-6928
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$750
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $750 |
States served
CO, ID, NV, NY, RI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD