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WEALTHFOLIO ADVISORS LLC
CRD 298857
645 FIRST STREET WEST SUITE B, SONOMA, CA, 95476, United States
Phone
(707) 721-6857
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$51.1M
Discretionary AUM
$49.0M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)FINANCIAL CONSULTING, DELAWARE STATUTORY TRUST CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 107 | $32.2M |
| High net worth individuals | 7 | $18.9M |
All web addresses on file
Official SEC filing: View on IAPD